Sequoia Financial Group, L.L.C.

Firm record

As recorded in SEC IAPD

Firm CRD

117756

SEC number

801-61089

Firm type

RIA

Assets under management

$32.2B as of Jun 30, 2026

Website

x.com/SEQUOIAFIN ↗

Phone

330-375-9480

Address

3500 Embassy Parkway, Akron, OH, 44333

Advisors at this firm

193 in our index · page 2 of 4

• Daniel E GroveCRD 7578835 · Akron, OH
  IA Registered
• Martin GaganelovCRD 7235047 · Tampa, FL
  IA RegisteredRegistration inactive
• William GandertCRD 6285187 · Jacksonville, FL
  IA RegisteredRegistration inactive
• Eric James GardnerCRD 5152492 · Minneapolis, MN
  IA RegisteredRegistration inactive
• Amanda GehresCRD 5382477 · Akron, OH
  IA Registered
• Grant Robert GermscheidCRD 6796264 · Minneapolis, MN
  IA RegisteredRegistration inactive
• Nicholas GluecklerCRD 6361810 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Jared Anthony GruszczynskiCRD 6699630 · Tampa, FL
  IA RegisteredRegistration inactive
• Cynthia Rose HaddadCRD 2290950 · Burlington, MA
  IA RegisteredRegistration inactive
• Berkeley George HarrisonCRD 3101371 · Pasadena, CA
  IA RegisteredRegistration inactive
• Michael Patrick HatchCRD 1968086 · Pasadena, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Thomas Arthur HaughtCRD 2098919 · Akron, OH
  IA Registered
• Andrew Allen HauskinsCRD 4123755 · Northfield, MN
  IA Registered
• Ryan Scott HeiderCRD 6831817 · Akron, OH
  IA RegisteredRegistration inactive
• Adam P HoffmannCRD 6293141 · Northfield, MN
  IA Registered
• William Hilliard HolzCRD 7670614 · Fargo, ND
  IA RegisteredRegistration inactive
• Samuel Andrew HawkinsCRD 7157039 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Matthew David JaegerCRD 7905779 · Northfield, MN
  IA Registered
• Shandon Dale JohnsonCRD 6943697 · Cottonwood Heights, UT
  IA Registered
• Matthew Paul KarpasCRD 1944507 · Litchfield, CT
  IA Registered
• Bradley Mark KelleyCRD 2206247 · Akron, OH
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Michael Francis KelleyCRD 5729974 · Berwyn, PA
  IA Registered
  Disclosure event(s) on record
• John Frederick KemmererCRD 2540418 · Berwyn, PA
  IA Registered
• Laura Beth KiickCRD 4192336 · Akron, OH
  IA Registered
• Caroline KirschCRD 6814516 · Tampa, FL
  IA RegisteredRegistration inactive
• Robert John KlefsaasCRD 1228990 · Minneapolis, MN
  IA Registered
  Disclosure event(s) on record
• Aaron Michael KleinCRD 6215215 · Northfield, MN
  IA Registered
• Jason Brandt KleyCRD 5200871 · Northfield, MN
  IA Registered
• Gerald Paul KnotekCRD 2676297 · Akron, OH
  IA Registered
• Cody Daniel KoleticCRD 6219367 · Boca Raton, FL
  IA RegisteredRegistration inactive
• Claude Keeran KoontzCRD 2775010 · San Antonio, TX
  IA Registered
• Kevin Paul KoskiCRD 3133046 · Northfield, MN
  IA Registered
• David Francis KurtzCRD 4722326 · Mayfield Heights, OH
  IA RegisteredRegistration inactive
• Richard M KallmeyerCRD 7490340 · Tampa, FL
  IA Registered
• Lucas Weber KlostermanCRD 7609827 · Dublin, OH
  IA RegisteredRegistration inactive
• Nicholas KrakoskyCRD 6066292 · Northfield, MN
  IA RegisteredRegistration inactive
• Michael Eric KruseCRD 7574523 · Torrance, CA
  IA Registered
• Anthony Joseph LabrakeCRD 6446336 · Miami, FL
  IA RegisteredRegistration inactive
• Jeffrey Todd LesterCRD 5300472 · Tulsa, OK
  IA RegisteredRegistration inactive
• Linda Beth LitnerCRD 1659553 · Chicago, IL
  IA Registered
• June Rochelle Malvin LonnquistCRD 5081766 · Mankato, MN
  IA RegisteredRegistration inactive
• Evan LalemanCRD 7780846 · Bloomington, MN
  IA Registered
• Timothy Jake LandmesserCRD 7719366 · Berwyn, PA
  IA Registered
• Joshua Robert LesterCRD 7687946 · Bloomington, MN
  IA Registered
• Cheryl Lynne LutmanCRD 6799649 · Dublin, OH
  IA Registered
• Matthew Bird MaloneCRD 5883970 · Nashville, TN
  IA RegisteredRegistration inactive
• John L MarchandCRD 4586694 · Akron, OH
  IA RegisteredRegistration inactive
• Laura Ann MarshallCRD 4662020 · Troy, MI
  IA Registered
• Annelise Waterfall MccauleyCRD 4561286 · Akron, OH
  IA Registered
• Ronald James MossCRD 6791338 · Mayfield Heights, OH
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.