Best Investors Account Sign in
Inactive

Ashley Mays

Sequoia Financial Group, L.L.C.

Akron, OH

Mayfield Heights, OH

CRD 7131922

Claim This Profile
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:

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

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-11-09
  • OH RA
    APPROVED
    Since 2022-11-09

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

6095 Parkland Blvd Suite 210, Mayfield Heights, OH 44124 • 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
Nca Financial Planners Mayfield Heights OH 01/2021 01/2022
Edinboro University Edinboro PA 10/2012 01/2021
Royal Alliance Associates, Inc. Mayfield Hts OH 09/2021 02/2022
Sequoia Financial Group, L.L.C. Mayfield Heights OH 01/2022 Present
  • 01/2021 → 01/2022
    Nca Financial Planners
    Mayfield Heights, OH
  • 10/2012 → 01/2021
    Edinboro University
    Edinboro, PA
  • 09/2021 → 02/2022
    Royal Alliance Associates, Inc.
    Mayfield Hts, OH
  • 01/2022 → Present
    Sequoia Financial Group, L.L.C.
    Mayfield Heights, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-28
  • S65 Uniform Investment Adviser Law Examination
    2022-10-28
Other Names
  • Ashley Marie Bayer
  • Ashley Mays
  • Ashley Bayer

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
ON INVESTMENT MANAGEMENT CO
CONCURRENT INVESTMENT ADVISORS, LLC

Nearby Investors

KEVIN JAMES BAUER
WILLIAM THOMAS MAWBY
MATTHEW BURKE PRICE

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · AKRON, OH
ON INVESTMENT MANAGEMENT CO · AKRON, OH
CONCURRENT INVESTMENT ADVISORS, LLC · Akron, OH

More in Akron, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor