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Corinne P Vanderipe

Sequoia Financial Group, L.L.C.

Akron, OH

Berwyn, PA

CRD 7709828

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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
PA RA APPROVED 2023-03-08
  • PA RA
    APPROVED
    Since 2023-03-08

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

1205 Westlakes Dr, Suite 270, Berwyn, PA 19312 • 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
Sequoia Financial Advisors Akron OH 03/2023 Present
Zeke Capital Berwyn PA 07/2022 02/2023
Tiedemann Advisors Wilmington DE 10/2010 07/2022
  • 03/2023 → Present
    Sequoia Financial Advisors
    Akron, OH
  • 07/2022 → 02/2023
    Zeke Capital
    Berwyn, PA
  • 10/2010 → 07/2022
    Tiedemann Advisors
    Wilmington, DE
Designations
  • Certified Financial Planner
Other Names
  • Corinne M Pallante

View on SEC IAPD

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