David Berry

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

Authority	Category	Status	Date
LA	RA	APPROVED	2019-07-12
MI	RA	APPROVED	2016-09-15

LA RA
APPROVED

Since 2019-07-12
MI RA
APPROVED

Since 2016-09-15

Branch Locations

21420 Greater Mack Avenue, St. Clair Shores, MI 48080 • 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

Organization	City	State	From	To
American Portfolios Financial Services, Inc.	Bloomfield Hills	MI	12/2009	09/2016
Sequoia Financial Group	St. Clair Shores	MI	09/2016	02/2018
Sequoia Financial Advisors, Llc	St. Clair Shores	MI	09/2016	Present
Sequoia Financial Group, Llc	St. Clair Shores	MI	02/2018	04/2024
Sequoia Financial Group, Llc	St. Clair Shores	MI	04/2024	Present

12/2009 → 09/2016

American Portfolios Financial Services, Inc.

Bloomfield Hills, MI
09/2016 → 02/2018

Sequoia Financial Group

St. Clair Shores, MI
09/2016 → Present

Sequoia Financial Advisors, Llc

St. Clair Shores, MI
02/2018 → 04/2024

Sequoia Financial Group, Llc

St. Clair Shores, MI
04/2024 → Present

Sequoia Financial Group, Llc

St. Clair Shores, MI

Previous Registrations

2011-01-07 → 2016-09-02

Copper Beech Wealth Management

Bloomfield Hills, MI

Other Businesses

SEQUOIA FINANCIAL GROUP, LLC. 21420 GREATER MACK AVE, ST. CLAIRE SHORES, MI 48080. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - SEPTEMBER 2016. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - DIRECTOR, PRIVATE CLIENT SERVICES. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2009-08-26

S63 Uniform Securities Agent State Law Examination

2009-08-26

Designations

Chartered Financial Analyst

Other Names

David Scott Berry

View on SEC IAPD