Unclaimed Profile

Albert Steven Kantra

SEQUOIA FINANCIAL ADVISORS, L.L.C.·AKRON, Ohio

Series 7, Series 63Clean record7 years registeredSEQUOIA FINANCIAL ADVISORS, L.L.C.

3500 EMBASSY PARKWAY, AKRON, OH 44333CRD# 1708373Firm CRD# 117756

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Albert Steven Kantra · AKRON, OH

Registration

CRD #1708373 · SEQUOIA FINANCIAL ADVISORS, L.L.C. · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SEQUOIA FINANCIAL ADVISORS, L.L.C.

SEQUOIA FINANCIAL GROUP, L.L.C.

Jan 2019 – Jan 2026

AKRON, OH

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · January 8, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SEQUOIA FINANCIAL ADVISORS, L.L.C.

CRD 117756 · SEC 801-61089

AUM

$20.0B

Regulatory assets under management

Employees

276

24,703 client accounts

Services offered by SEQUOIA FINANCIAL ADVISORS, L.L.C.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SEQUOIA FINANCIAL ADVISORS, L.L.C. →

Introduction

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Frequently Asked Questions

What services does Albert Steven Kantra offer?

Albert Steven Kantra specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Albert Steven Kantra's credentials?

Albert Steven Kantra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Albert Steven Kantra located?

Albert Steven Kantra is based in AKRON, Ohio, last registered with SEQUOIA FINANCIAL ADVISORS, L.L.C..

How does Albert Steven Kantra charge for services?

Albert Steven Kantra's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SEQUOIA FINANCIAL ADVISORS, L.L.C.?

SEQUOIA FINANCIAL ADVISORS, L.L.C. has approximately 276 employees and manages $20.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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