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Sequoia Financial Group, L.l.c. CRD 117756
$32.2B regulatory AUM 100 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-12 |
| CA | RA | APPROVED | 2019-07-16 |
| OH | RA | APPROVED | 2016-10-03 |
Branch Locations
2000 Auburn Dr. Ste 350, Beachwood, OH 44122 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rav Financial Services, Llc | Independence | OH | 02/1990 | 09/2016 |
| Sequoia Financial Group, Llc | Beachwood | OH | 10/2016 | Present |
| Sequoia Financial Advisors, Llc | Beachwood | OH | 10/2016 | Present |
SEQUOIA FINANCIAL GROUP, LLC. 2000 AUBURN DRIVE, BEACHWOOD, OH 44122. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - OCTOBER 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.
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