SEQUOIA FINANCIAL ADVISORS, L.L.C.

SEQUOIA FINANCIAL GROUP, L.L.C.
AKRON, Ohio·9 registered advisors·CRD# 117756
SEC# 801-6108929330-375-9480
01

Firm Overview

AUM
$20.0B
Regulatory assets under management
Employees
276
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
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
Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at SEQUOIA FINANCIAL ADVISORS, L.L.C.

9 registered advisors
Albert Steven Kantra
AKRON, Ohio
Annelise Waterfall Mccauley
AKRON, Ohio
CFP
Christopher Brian Thom
AKRON, Ohio
CFP
Gerald Paul Knotek
AKRON, Ohio
Kevin Nicholas Tichnell
AKRON, Ohio
CFP
Matthew James Dunn
AKRON, Ohio
Stephanie Ann Hanayik
AKRON, Ohio
Thomas Arthur Haught
AKRON, Ohio
Trevor Robert Chuna
AKRON, Ohio
CFP
05

Office Locations

AKRON, Ohio
9 advisors

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Data sourced from SEC Form ADV filings. SEQUOIA FINANCIAL ADVISORS, L.L.C. (CRD# 117756) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.