Best Investors Account Sign in
Inactive

Halle Michelle Chelko

Sequoia Financial Group, L.L.C.

Akron, OH

Mayfield, OH

CRD 7771791

Claim This Profile
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
OH RA APPROVED 2025-10-07
  • OH RA
    APPROVED
    Since 2025-10-07

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

5910 Landerbrook Dr., Suite 300, Mayfield, OH 44124 • 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
Wellspring Financial Advisors, Llc Cleveland OH 10/2018 09/2025
Mai Capital Management Cleveland OH 12/2015 09/2018
Sequoia Financial Group Akron OH 10/2025 Present
  • 10/2018 → 09/2025
    Wellspring Financial Advisors, Llc
    Cleveland, OH
  • 12/2015 → 09/2018
    Mai Capital Management
    Cleveland, OH
  • 10/2025 → Present
    Sequoia Financial Group
    Akron, OH
Previous Registrations

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
ON INVESTMENT MANAGEMENT CO
CONCURRENT INVESTMENT ADVISORS, LLC

Nearby Investors

KEVIN JAMES BAUER
WILLIAM THOMAS MAWBY
MATTHEW BURKE PRICE

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · AKRON, OH
ON INVESTMENT MANAGEMENT CO · AKRON, OH
CONCURRENT INVESTMENT ADVISORS, LLC · Akron, OH

More in Akron, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor