Annelise McCauley, financial advisor Akron OH
96 score

Annelise McCauley

CRD Number: 4561286
Current Firm: Sequoia Financial Advisors, LLC

Annelise McCauley (CRD# 4561286) is an Investment Advisor Representative working at Sequoia Financial Advisors, LLC in Akron, OH and has over 9 years of experience in the finance industry. Annelise McCauley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Valmark Securities, Inc. Akron, OH Dec 2005 - Current 11
Sequoia Financial Group, LLC Akron, OH Jun 2005 - Current 11
Sequoia Financial Advisors, LLC Akron, OH May 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
Contact Info for Annelise W. McCauley
Phone Number: 330-375-9480
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,851
    MILLIONS
  • Total Number of Accounts
    4,005
    ACCOUNTS
  • Average Account Value
    $462,084
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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