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Sequoia Financial Group, L.l.c. CRD 117756
$32.2B regulatory AUM 100 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-02-01 |
Branch Locations
6060 Rockside Woods Blvd Suite 125, Independence, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2002-07-31 |
Branch Locations
4600 Rockside Rd Suite 100, Independence, OH 44131 • United States
4600 Rocksde Rd Suite 100, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peck & Associates, Llc | Independence | OH | 04/2002 | Present |
| Sequoia Financial Group, Llc | Akron | OH | 01/2024 | Present |
Owner/President of Peck & Associates, LLC - RIA firm since 2002. Paula spends approximately 40 hours per week on Peck & Associates.
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