Michael Stephen Orfe

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

• 05/2016 → 03/2023
  Zeke Capital Advisors
  Berwyn, PA
• 03/2023 → Present
  Sequoia Financial Group
  Berwyn, PA

Exams

• S66 Uniform Combined State Law Examination
  2010-05-17
• S63 Uniform Securities Agent State Law Examination
  2005-12-22

Designations

• Chartered Financial Analyst

Other Names

• Michael Stehen Orfe