Sequoia Financial Advisors, LLC

Sequoia Financial Advisors, LLC (CRD# 117756) is a financial advisory firm headquartered in Akron, OH. They manage $1,850,648,073 in 4,005 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,851
    MILLION
  • 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
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, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV

Financial Advisors at Sequoia Financial Advisors, LLC
Showing 1 - 10 of 34 top financial advisors.
1
Heather L. Brown
CRD#: 5383985
3500 Embassy Parkway, Akron, OH 44333
96
Wealthminder
score

Heather Brown (CRD# 5383985) 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. Heather Brown 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
Michael A. Chisnell
CRD#: 5125517
3500 Embassy Parkway, Akron, OH 44333
96
Wealthminder
score

Michael Chisnell (CRD# 5125517) is an Investment Advisor Representative working at Sequoia Financial Advisors, LLC in Akron, OH and has over 11 years of experience in the finance industry. Michael Chisnell 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.

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 11 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
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.

7
Jeff E. Rovnak
CRD#: 3275236
3500 Embassy Parkway, Akron, OH 44333
96
Wealthminder
score

Jeff Rovnak (CRD# 3275236) is an Investment Advisor Representative working at Sequoia Financial Advisors, LLC in Akron, OH and has over 18 years of experience in the finance industry. Jeff Rovnak 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.

8
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 15 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.

9
Morgan L. Desalvo
CRD#: 4982193
3500 Embassy Parkway, Akron, OH 44333
93
Wealthminder
score

Morgan Desalvo (CRD# 4982193) is an Investment Advisor Representative working at Sequoia Financial Advisors, LLC in Akron, OH and has over 8 years of experience in the finance industry.

10
Joseph S. Long
CRD#: 2716639
3500 Embassy Parkway, Akron, OH 44333
93
Wealthminder
score

Joseph Long (CRD# 2716639) 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.

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