Sequoia Financial Advisors, LLC

Sequoia Financial Advisors, LLC (CRD# 117756) is a financial advisory firm headquartered in Akron, OH. They manage $3,210,907,773 in 5,663 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,211
    MILLION
  • Total Number of Accounts
    5,663
    ACCOUNTS
  • Average Account Value
    $566,998
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Sequoia Financial Advisors, LLC
Showing 1 - 10 of 46 top financial advisors.
1
Michael R. Baker
CRD#: 5812095
3500 Embassy Parkway, Akron, OH 44333
96
Wealthminder
score

Michael Baker (CRD# 5812095) is an Investment Advisor Representative working at Sequoia Financial Advisors, LLC in Akron, OH and has over 7 years of experience in the finance industry. Michael Baker 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.

2
David Berry
CRD#: 2419241
21420 Greater Mack Avenue, Saint Clair Shores, MI 48080
96
Wealthminder
score

David Berry (CRD# 2419241) is an Investment Advisor Representative working at Sequoia Financial Advisors, LLC in Saint Clair Shores, MI and has over 8 years of experience in the finance industry.

3
Trevor R. Chuna
CRD#: 5031603
3500 Embassy Parkway, Akron, OH 44333
96
Wealthminder
score

Trevor Chuna (CRD# 5031603) is an Investment Advisor Representative working at Sequoia Financial Advisors, LLC in Akron, OH and has over 12 years of experience in the finance industry. Trevor Chuna 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.

4
Thomas A. Haught
CRD#: 2098919
3500 Embassy Parkway, Akron, OH 44333
96
Wealthminder
score

Thomas Haught (CRD# 2098919) is an Investment Advisor Representative working at Sequoia Financial Advisors, LLC in Akron, OH and has over 24 years of experience in the finance industry. Thomas Haught 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.

5
Gerald P. Knotek
CRD#: 2676297
3500 Embassy Parkway, Akron, OH 44333
96
Wealthminder
score

Gerald Knotek (CRD# 2676297) is an Investment Advisor Representative working at Sequoia Financial Advisors, LLC in Akron, OH and has over 17 years of experience in the finance industry. Gerald Knotek 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.

6
John L. Marchand
CRD#: 4586694
3500 Embassy Parkway, Akron, OH 44333
96
Wealthminder
score

John Marchand (CRD# 4586694) is an Investment Advisor Representative working at Sequoia Financial Advisors, LLC in Akron, OH and has over 15 years of experience in the finance industry. John Marchand 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.

7
Patrick J. Mason
CRD#: 322289
3500 Embassy Parkway, Akron, OH 44333
96
Wealthminder
score

Patrick Mason (CRD# 322289) is an Investment Advisor Representative working at Sequoia Financial Advisors, LLC in Akron, OH and has over 33 years of experience in the finance industry.

8
Annelise W. McCauley
CRD#: 4561286
3500 Embassy Parkway, Akron, OH 44333
96
Wealthminder
score

Annelise McCauley (CRD# 4561286) is an Investment Advisor Representative working at Sequoia Financial Advisors, LLC in Akron, OH and has over 10 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.

9
Kenneth J. Paull
CRD#: 4018025
3500 Embassy Parkway, Akron, OH 44333
96
Wealthminder
score

Kenneth Paull (CRD# 4018025) is an Investment Advisor Representative working at Sequoia Financial Advisors, LLC in Akron, OH and has over 17 years of experience in the finance industry. Kenneth Paull 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.

10
Laura B. Springer
CRD#: 4192336
3500 Embassy Parkway, Akron, OH 44333
96
Wealthminder
score

Laura Springer (CRD# 4192336) is an Investment Advisor Representative working at Sequoia Financial Advisors, LLC in Akron, OH and has over 16 years of experience in the finance industry. Laura Springer 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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