Thomas Andrew Moughan

Employer firm

Sequoia Financial Group, L.l.c. CRD 117756

$32.2B regulatory AUM 100 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1999 → 09/2016
  Rav Financial Services Llc
  Independence, OH
• 10/2016 → 01/2023
  Sequoia Financial Group, Llc
  Akron, OH
• 10/2016 → Present
  Sequoia Financial Advisors, Llc
  Akron, OH
• 01/2023 → Present
  Sequoia Financial Advisors, Llc
  Akron, OH

Previous Registrations

• 2006-09-29 → 2016-10-28
  Rav Financial
  Beachwood, OH

Other Businesses

SEQUOIA FINANCIAL GROUP, LLC. 3500 EMBASSY PARKWAY, AKRON, OH 44333. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - October 2016. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - DIRECTOR, ASSET MANAGEMENT. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC.