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Annelise Waterfall Mccauley

SEQUOIA FINANCIAL ADVISORS, L.L.C.·AKRON, Ohio
SIE, Series 7, Series 63CFPClean record21 years registeredSEQUOIA FINANCIAL ADVISORS, L.L.C.
3500 EMBASSY PARKWAY, AKRON, OH 44333CRD# 4561286Firm CRD# 117756

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Annelise Waterfall Mccauley · AKRON, OH
Registration
CRD #4561286 · SEQUOIA FINANCIAL ADVISORS, L.L.C. · 21 years registered
Brand Profile
Not yet started
01

Career History

SEQUOIA FINANCIAL GROUP, L.L.C.
May 2005 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · May 18, 2005
Years registered · 21
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

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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05

Frequently Asked Questions

What services does Annelise Waterfall Mccauley offer?
Annelise Waterfall Mccauley specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in AKRON, Ohio for a consultation.
What are Annelise Waterfall Mccauley's credentials?
Annelise Waterfall Mccauley holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Annelise Waterfall Mccauley located?
Annelise Waterfall Mccauley is based in AKRON, Ohio, working with SEQUOIA FINANCIAL ADVISORS, L.L.C.. Their office serves clients in the AKRON metropolitan area and surrounding communities.
How does Annelise Waterfall Mccauley charge for services?
Annelise Waterfall Mccauley'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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Other Advisors at SEQUOIA FINANCIAL ADVISORS, L.L.C.

Stephanie Ann Hanayik
AKRON, OH
Thomas Arthur Haught
AKRON, OH
Albert Steven Kantra
AKRON, OH
Christopher Brian Thom
AKRON, OH
CFP
Gerald Paul Knotek
AKRON, OH
Kevin Nicholas Tichnell
AKRON, OH
CFP

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