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 4 of 4

• Kathryn Michelle SennCRD 6832618 · Akron, OH
  IA Registered
• Danielle SerlinCRD 6848615 · Troy, MI
  IA Registered
• Christian Emanuel SeybertCRD 7711591 · Beachwood, OH
  IA Registered
• Avery SlotsveCRD 7621100 · Bloomington, MN
  IA Registered
• Michael Sean SpanglerCRD 5630702 · Akron, OH
  IA RegisteredRegistration inactive
• Tiffany Dawn StoverCRD 7488821 · Akron, OH
  IA Registered
• David Alan StribulaCRD 5826566 · Beachwood, OH
  IA RegisteredRegistration inactive
• Isabella Grace SwansonCRD 7823509 · Bloomington, MN
  IA Registered
• William SzlagCRD 7013247 · Troy, MI
  IA RegisteredRegistration inactive
• Steven Yateka TeckerCRD 6531353 · Northfield, MN
  IA RegisteredRegistration inactive
• Matthew K TeetorCRD 5656647 · Troy, MI
  IA Registered
• Daniel TesfayeCRD 6521624 · Akron, OH
  IA RegisteredRegistration inactive
• Christopher Brian ThomCRD 3137473 · Akron, OH
  IA RegisteredRegistration inactive
• James Kendell ThompsonCRD 4272992 · Beachwood, OH
  IA RegisteredRegistration inactive
• Terra Jo ThurgoodCRD 5107353 · Cottonwood Heights, UT
  IA Registered
• Ryan Thomas TomerCRD 3198818 · Tampa, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jeffrey Alan TudorCRD 3141999 · Dublin, OH
  IA RegisteredRegistration inactive
• Austin Allen TannerCRD 6833553 · Tampa, FL
  IA Registered
• Benjamin Mark TaylorCRD 7821078 · Akron, OH
  IA Registered
• William VenterCRD 2254218 · Akron, OH
  IA Registered
  Disclosure event(s) on record
• Corinne P VanderipeCRD 7709828 · Berwyn, PA
  IA Registered
• Jan Paul VecerkaCRD 7772058 · Dublin, OH
  IA Registered
• Matthew VegelCRD 7491300 · Akron, OH
  IA Registered
• Scott Michael WalshCRD 5631614 · Berwyn, PA
  IA RegisteredRegistration inactive
• Heather Marie WaltersCRD 6231767 · Dublin, OH
  IA RegisteredRegistration inactive
• Michael Martin WasylyshynCRD 1901073 · Mayfield Heights, OH
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Barry Todd WatsonCRD 5402958 · Cottonwood Heights, UT
  IA Registered
• James David WeaverCRD 1634687 · Cleveland, OH
  IA Registered
• David Alan WebbCRD 4143229 · Northfield, MN
  IA Registered
• Nazley R WilsonCRD 6384543 · Tampa, FL
  IA RegisteredRegistration inactive
• Brian Andrew WorleyCRD 2649692 · Cottonwood Heights, UT
  IA Registered
• Jacob William WaltersCRD 7794523 · Akron, OH
  IA Registered
• Cody William WarrenCRD 7414269 · Northfield, MN
  IA Registered
• Heather Lee WelshCRD 5383985 · Akron, OH
  IA Registered
• Alexandria WetmoreCRD 7284832 · Tampa, FL
  IA RegisteredRegistration inactive
• Nicholas John WillsonCRD 8041063 · Berwyn, PA
  IA Registered
• Paige Joanne WoodsCRD 8055093 · Bloomington, MN
  IA Registered
• Kim Diemer WurlCRD 7091897 · Northfield, MN
  IA Registered
• Albert Andrew YamborCRD 5675466 · Akron, OH
  IA RegisteredRegistration inactive
• James Michael YaworskiCRD 6433127 · Northfield, MN
  IA Registered
• Zeina ZahrCRD 7222895 · Troy, MI
  IA RegisteredRegistration inactive
• Nicholas ZamparelliCRD 4211322 · Berwyn, PA
  IA Registered
• Jack P ZhangCRD 6844525 · Dublin, OH
  IA Registered

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.