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Phillip Benjamin Friedman

Sequoia Financial Group, L.L.C.

Mayfield Heights, OH

Akron, OH

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

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-01-18
  • OH RA
    APPROVED
    Since 2024-01-18

Branch Locations

6095 Parkland Blvd, Suite 210, Mayfield Heights, OH 44124 • 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
Axa Advisors, Llc New York NY 01/2015 09/2016
Voya Financial Advisors North Canton OH 09/2016 03/2017
Strategic Wealth Partners Independence OH 03/2017 07/2018
Wells Fargo Clearing Services, Llc Pepper Pike OH 07/2018 Present
Stratos Wealth Partners, Llc Beachwood OH 06/2021 12/2023
Sequoia Financial Group, Llc Akron OH 01/2024 Present
  • 01/2015 → 09/2016
    Axa Advisors, Llc
    New York, NY
  • 09/2016 → 03/2017
    Voya Financial Advisors
    North Canton, OH
  • 03/2017 → 07/2018
    Strategic Wealth Partners
    Independence, OH
  • 07/2018 → Present
    Wells Fargo Clearing Services, Llc
    Pepper Pike, OH
  • 06/2021 → 12/2023
    Stratos Wealth Partners, Llc
    Beachwood, OH
  • 01/2024 → Present
    Sequoia Financial Group, Llc
    Akron, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-27
  • S66 Uniform Combined State Law Examination
    2015-08-27
Other Names
  • Phillip Friedman

View on SEC IAPD

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Other Offices

SEQUOIA FINANCIAL GROUP, L.L.C. · Mayfield Heights, OH
ANCORA PRIVATE WEALTH ADVISORS, LLC · CLEVELAND, OH
ANCORA ALTERNATIVES LLC · CLEVELAND, OH
ANCORA RETIREMENT PLAN ADVISORS, LLC · CLEVELAND, OH
ANCORA ADVISORS LLC · MAYFIELD HEIGHTS, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Mayfield Heights, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Mayfield Heights, OH
ST. CLAIR ADVISORS, LLC · MAYFIELD HEIGHTS, OH

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