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 3 of 4

• Thomas Andrew MoughanCRD 4282451 · Beachwood, OH
  IA Registered
• Erika MutchCRD 6272215 · Akron, OH
  IA RegisteredRegistration inactive
• Brett Michael MyerCRD 5351087 · Las Vegas, NV
  IA Registered
• Kevin Howard MyeroffCRD 1488440 · Mayfield Heights, OH
  IA RegisteredRegistration inactive
• Amber Marie MacbethCRD 5498481 · Tampa, FL
  IA Registered
• Ashley D MaleCRD 4283186 · Tampa, FL
  IA RegisteredRegistration inactive
• Brady Ryan MarlowCRD 4370114 · Phoeniz, AZ
  IA RegisteredRegistration inactive
• Brandon B McbrideCRD 7929158 · Troy, MI
  IA Registered
• Eric Glen McnewCRD 6319384 · Tampa, FL
  IA RegisteredRegistration inactive
• Connor Aaron MischCRD 8049308 · Northfield, MN
  IA Registered
• Bennett John NadwornyCRD 6871471 · Burlington, MA
  IA RegisteredRegistration inactive
• Leslie Nettles-ZamoraCRD 3145029 · San Antonio, TX
  IA RegisteredRegistration inactive
• Alexandria Morgan NadwornyCRD 5695354 · Burlington, MA
  IA RegisteredRegistration inactive
• Thomas Paul NowariakCRD 6671037 · Bloomington, MN
  IA Registered
• Michael Stephen OrfeCRD 4902972 · Berwyn, PA
  IA Registered
• Andrew Kenneth OwenCRD 6778166 · Northfield, MN
  IA Registered
• Maddalena Maria ParksCRD 5444866 · Troy, MI
  IA RegisteredRegistration inactive
• Kenneth Joseph PaullCRD 4018025 · Beachwood, OH
  IA Registered
• Christopher Robert PeckCRD 6388826 · Akron, OH
  IA RegisteredRegistration inactive
• Paula S. PeckCRD 4549375 · Akron, OH
  IA Registered
• Pamela PenaCRD 6366506 · Hilton Head Island, SC
  IA RegisteredRegistration inactive
• Camila Kundele PetersonCRD 5077218 · Northfield, MN
  IA RegisteredRegistration inactive
• Brian Douglas PetrasCRD 4371595 · Troy, MI
  IA RegisteredRegistration inactive
• Kristan Nicole PrestonCRD 5583015 · Beachwood, OH
  IA Registered
• Stephanie Marie PritchardCRD 7170091 · Tampa, FL
  IA RegisteredRegistration inactive
• Matthew Michael PullarCRD 4414018 · Akron, OH
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jake Nicholas PergolizziCRD 7503644 · Tampa, FL
  IA RegisteredRegistration inactive
• Evan Michael PinneyCRD 7792612 · Akron, OH
  IA RegisteredRegistration inactive
• Cody Lewis PittmanCRD 6672113 · Berwyn, PA
  IA RegisteredRegistration inactive
• John Michael RedheadCRD 6969748 · Tampa, FL
  IA RegisteredRegistration inactive
• Michael Christopher RedheadCRD 2314181 · Tampa, FL
  IA Registered
  Disclosure event(s) on record
• Steven Brian ReslerCRD 5097953 · Winter Springs, FL
  IA Registered
• Gregory Rongone RobbCRD 2629834 · Akron, OH
  IA Registered
• Melanie R. RossCRD 4262971 · Mayfield Heights, OH
  IA RegisteredRegistration inactive
• Daniel Terrill RusslerCRD 1774188 · Charleston, SC
  IA Registered
• Christopher D RuleCRD 6941925 · Dublin, OH
  IA Registered
• Daniela Savova TruverCRD 6661323 · Mayfield, OH
  IA Registered
• David M SayersCRD 5352026 · Northfield, MN
  IA Registered
• Chad E SchlehCRD 6484227 · Beachwood, OH
  IA RegisteredRegistration inactive
• Parker J SchultzCRD 7836035 · Burlington, MA
  IA RegisteredRegistration inactive
• Brandon Joseph SchwabCRD 5026576 · Tampa, FL
  IA RegisteredRegistration inactive
• Kirill SemenovCRD 6706548 · St. Augustine, FL
  IA RegisteredRegistration inactive
• Danielle Riana SmithCRD 5563789 · Pasadena, CA
  IA RegisteredRegistration inactive
• Norborne Gee SmithCRD 1368072 · Berwyn, PA
  IA Registered
• Patrick Allen SnellCRD 1982129 · Nashville, TN
  IA Registered
• Ryan Christopher SpaudeCRD 2978611 · Mankato, MN
  IA RegisteredRegistration inactive
• Laura SternheimerCRD 2518943 · Akron, OH
  IA RegisteredRegistration inactive
• Justin Daniel StetsCRD 4021666 · Northfield, MN
  IA Registered
• Gabriel J SauvinskyCRD 7608810 · Akron, OH
  IA RegisteredRegistration inactive
• Matthew T. SchmidtCRD 7562049 · Berwyn, PA
  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.