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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2023-03-22 |
Branch Locations
3500 Embassy Parkway, Akron, OH 44333 • United States
2000 Auburn Dr., Suite 350, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sequoia Financial Advisors | Akron | OH | 06/2022 | 03/2023 |
| Full Time Student | Westlake | OH | 09/2010 | 05/2022 |
| Sequoia Financial Advisors | Akron | OH | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-21 |
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