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Chad E Schleh

Sequoia Financial Group, L.L.C.

Akron, OH

Beachwood, 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 2024-04-10
  • OH RA
    APPROVED
    Since 2024-04-10

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

2000 Auburn Dr., Suite 350, Beachwood, OH 44122 • 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
Citizens Bank, N.A. Maumee OH 06/2016 12/2017
Citizens Securities Inc Maumee OH 06/2016 12/2017
Pnc Bank Toledo OH 12/2017 03/2024
Pnc Investments Pittsburgh PA 12/2017 07/2018
Sequoia Financial Group, Llc Akron OH 04/2024 Present
  • 06/2016 → 12/2017
    Citizens Bank, N.A.
    Maumee, OH
  • 06/2016 → 12/2017
    Citizens Securities Inc
    Maumee, OH
  • 12/2017 → 03/2024
    Pnc Bank
    Toledo, OH
  • 12/2017 → 07/2018
    Pnc Investments
    Pittsburgh, PA
  • 04/2024 → Present
    Sequoia Financial Group, Llc
    Akron, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-10-26
S63 Uniform Securities Agent State Law Examination 2015-06-04
  • S65 Uniform Investment Adviser Law Examination
    2015-10-26
  • S63 Uniform Securities Agent State Law Examination
    2015-06-04
Designations

View on SEC IAPD

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Other Investors

KEVIN JAMES BAUER
WILLIAM THOMAS MAWBY
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MICHAEL LEE LALLATHIN
VICTORIA LOUISE ELLINGER
RONALD GREGORY FLOWERS
SEAN MICHAEL HOUSTON
JOSEPH PAUL D'ANNIBALLE

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CONCURRENT INVESTMENT ADVISORS, LLC · Akron, OH
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VALMARK ADVISERS, INC. · Akron, OH
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