Unclaimed Profile

Trevor Robert Chuna

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

SIE, Series 7, Series 66CFPClean record20 years registeredSEQUOIA FINANCIAL ADVISORS, L.L.C.

3500 EMBASSY PARKWAY, AKRON, OH 44333CRD# 5031603Firm CRD# 117756

Profile Verification

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

Identity

Trevor Robert Chuna · AKRON, OH

Registration

CRD #5031603 · SEQUOIA FINANCIAL ADVISORS, L.L.C. · 20 years registered

Brand Profile

Not yet started

Career History

SEQUOIA FINANCIAL GROUP, L.L.C.

Apr 2007 – present

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Jan 2006 – Mar 2007

PEPPER PIKE, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 10, 2006

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

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Frequently Asked Questions

What services does Trevor Robert Chuna offer?

Trevor Robert Chuna specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in AKRON, Ohio for a consultation.

What are Trevor Robert Chuna's credentials?

Trevor Robert Chuna holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Trevor Robert Chuna located?

Trevor Robert Chuna 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 Trevor Robert Chuna charge for services?

Trevor Robert Chuna'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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