Heather Lee Welsh

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

• 02/2014 → 01/2018
  Sequoia Financial Group
  Akron, OH
• 02/2018 → 01/2019
  Sequoia Financial Group
  Akron, OH
• 02/2019 → Present
  Sequoia Financial Group
  Akron, OH

Other Businesses

SEQUOIA FINANCIAL GROUP, LLC. 3500 EMBASSY PARKWAY, AKRON, OH 44333. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - JUNE 2007. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - VICE PRESIDENT, WEALTH PLANNING. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC.

Exams

• S66 Uniform Combined State Law Examination
  2008-11-07

Designations

• Certified Financial Planner

Other Names

• Heather L Brown
• Heather Lee Brown