Role at Sequoia Financial Advisors
- Title on Schedule A
- EVP, Chief Strategy & Acquisitions Officer, Interim Chief Financial Officer
- Control
- Kevin Tichnell is a control person of Sequoia Financial Advisors.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Kevin Tichnell has held the filed role since January 2021.
The firm
Form ADV filed 24 August 2026
Career on record
- Passed SIE · 2018
- Passed Series 7 and Series 66 · 2001
Registrations and exams
Broker registration; no current adviser registration. Kevin Tichnell has passed 3 qualifying exams.
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 23 August 2001 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 7 | General Securities Representative Examination | 8 August 2001 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Kevin Nicholas Tichnell
- CRD
- 4413967
- Registration status
- Broker registration; no current adviser registration
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Kevin Tichnell work?
Kevin Tichnell has been EVP, Chief Strategy & Acquisitions Officer, Interim Chief Financial Officer of Sequoia Financial Advisors, L.L.C. since January 2021, and is a control person of the firm.
Does Kevin Tichnell have a current investment-adviser registration?
Kevin Tichnell has a current broker registration and no current investment-adviser registration, as of 17 October 2026.
What exams has Kevin Tichnell passed?
Kevin Tichnell has passed 3 licensing exams: the Series 7, Series 66 and SIE. The earliest, the Series 7, was passed in August 2001.
Where was Kevin Tichnell previously registered as an investment adviser?
Kevin Tichnell has past investment-adviser registrations through Sequoia Financial Advisors, L.l.c., March 2005 to December 2015, across 1 firm.
Leadership at Sequoia Financial Advisors
- Stephanie HanayikSenior Vice President, Chief Compliance Officer, Chief Risk Officer
- Jennifer KochSenior Vice President, Organizational Development
- Michael MarhoferExecutive Vice President, Secretary & General Counsel
- Annelise McCauleyPresident, Interim Chief Operating Officer
- Michael MordohVice President, Head of Operations
- Nicholas ZamparelliSenior Vice President, Chief Investment Officer
- Trevor ChunaChief Technology Officer
- Thomas HaughtChairman, CEO
- Norborne SmithHead of Sequoia Sentinel Family Office
- Justin StetsEVP, Head of Integrated Wealth Services
- Christopher ThomEVP, Chief Strategy & Partnership Officer