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Kerry-Michael Finn

Sequoia Financial Group, L.L.C.

Irvine, CA

Akron, OH

CRD 4366139

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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:

Current Employers
Sequoia Financial Group, L.L.C.

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-07
  • CA RA
    APPROVED
    Since 2025-08-07

Branch Locations

19200 Von Karman Ave., Ste. 850, Irvine, CA 92612 • United States

3500 Embassy Parkway, Akron, OH 44333 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Halbert Hargrove Global Advisors, Llc Long Beach CA 06/2015 03/2018
City National Bank Irvine CA 04/2018 07/2025
Sequoia Financial Group Akron OH 08/2025 Present
  • 06/2015 → 03/2018
    Halbert Hargrove Global Advisors, Llc
    Long Beach, CA
  • 04/2018 → 07/2025
    City National Bank
    Irvine, CA
  • 08/2025 → Present
    Sequoia Financial Group
    Akron, OH
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

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