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Karey Lynn Edwards

Sequoia Financial Group, L.L.C.

Mayfield Heights, OH

Akron, OH

CRD 3240428

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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
TX RA APPROVED 2023-10-11
OH RA APPROVED 2022-01-12
  • TX RA
    APPROVED
    Since 2023-10-11
  • OH RA
    APPROVED
    Since 2022-01-12

Branch Locations

6095 Parkland Blvd, Suite 210, Mayfield Heights, OH 44124 • United States

3500 Embassy Parkway, Akron, OH 44333 • 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
Financial Planners Of Cleveland Dba Nca Financial Planners Cleveland OH 05/1999 01/2022
Royal Alliance Associates New York NY 05/1999 01/2022
Royal Alliance Associates, Inc. Cleveland OH 08/2005 01/2022
Sequoia Financial Group, Llc Mayfield Heights OH 01/2022 Present
  • 05/1999 → 01/2022
    Financial Planners Of Cleveland Dba Nca Financial Planners
    Cleveland, OH
  • 05/1999 → 01/2022
    Royal Alliance Associates
    New York, NY
  • 08/2005 → 01/2022
    Royal Alliance Associates, Inc.
    Cleveland, OH
  • 01/2022 → Present
    Sequoia Financial Group, Llc
    Mayfield Heights, OH
Previous Registrations
  • 2006-04-11 → 2022-11-07
    Nca Financial Planners
    Mayfield Heights, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-09
  • S66 Uniform Combined State Law Examination
    2010-08-09
Designations
  • Certified Financial Planner
Other Names
  • Karey Lynn Edwards
  • Karey Lynn Edwards
  • Karey Lynn Stevens

View on SEC IAPD

Nearby Firms

ANCORA PRIVATE WEALTH ADVISORS, LLC
ANCORA ALTERNATIVES LLC
ANCORA RETIREMENT PLAN ADVISORS, LLC

Nearby Investors

CONNOR STEVEN FIFE
KEVIN HOWARD MYEROFF
MICHAEL MARTIN WASYLYSHYN

Nearby Offices

SEQUOIA FINANCIAL GROUP, L.L.C. · Mayfield Heights, OH
ANCORA PRIVATE WEALTH ADVISORS, LLC · CLEVELAND, OH
ANCORA ALTERNATIVES LLC · CLEVELAND, OH

More in Mayfield Heights, OH

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