Unclaimed Profile

Christopher Brian Thom

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

SIE, Series 6, Series 7, Series 24, Series 63CFPClean record20 years registeredSEQUOIA FINANCIAL ADVISORS, L.L.C.

3500 EMBASSY PARKWAY, AKRON, OH 44333CRD# 3137473Firm CRD# 117756

Profile Verification

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

Identity

Christopher Brian Thom · AKRON, OH

Registration

CRD #3137473 · SEQUOIA FINANCIAL ADVISORS, L.L.C. · 20 years registered

Brand Profile

Not yet started

Career History

SEQUOIA FINANCIAL GROUP, L.L.C.

Jun 2024 – present

POLARIS WEALTH ADVISORY GROUP

Mar 2023 – Nov 2023

Fort Worth, TX

RWA WEALTH PARTNERS

Mar 2023 – May 2024

Fort Worth, TX

FINANCIAL ENGINES ADVISORS L.L.C.

Apr 2020 – Mar 2023

FORT WORTH, TX

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.

Oct 2012 – Dec 2019

Lone Tree, CO

JWA FINANCIAL GROUP, INC.

Sep 2011 – Oct 2012

DALLAS, TX

USAA FINANCIAL PLANNING SERVICES

Apr 2006 – Sep 2011

SAN ANTONIO, TX

SIGNAL SECURITIES, INC.

Aug 2005 – Mar 2006

ARLINGTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · August 22, 2005

Years registered · 20

Professional designation · CFP

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

Speak with Christopher

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Christopher is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in AKRON?

Browse all registered financial advisors in AKRON, Ohio or claim this profile if it's yours.

Browse AKRON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Christopher Brian Thom offer?

Christopher Brian Thom specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in AKRON, Ohio for a consultation.

What are Christopher Brian Thom's credentials?

Christopher Brian Thom holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Christopher Brian Thom located?

Christopher Brian Thom 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 Christopher Brian Thom charge for services?

Christopher Brian Thom'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →