Christopher James Creahan

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

• 04/2017 → 09/2018
  Sequoia Financial Advisors, Llc
  Akron, OH
• 07/2016 → 03/2017
  Huntington Bank
  Akron, OH
• 04/2017 → 09/2018
  Sequoia Financial Group
  Akron, OH
• 09/2018 → Present
  Sequoia Financial Group
  Beachwood, OH
• 09/2018 → Present
  Sequoia Financial Advisors, Llc
  Beachwood, OH

Other Businesses

SEQUOIA FINANCIAL GROUP, LLC. 2000 AUBURN DRIVE SUITE 350, BEACHWOOD, OH 44122. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - APRIL 2016. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - MANAGING DIRECTOR, ASSET MANAGEMENT. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-01