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Trevor Chuna

Chief Technology Officer at Sequoia Financial Advisors

Investment adviser registrationAkron, OH

Trevor Chuna is Chief Technology Officer of Sequoia Financial Advisors, L.L.C., an Akron investment adviser managing $32.2B. Trevor Chuna has been registered as an investment adviser representative through Sequoia Financial Advisors since 27 April 2007, has 20 years in the industry across 2 firms and has passed the Series 7 and Series 66.

20
Years in industry
19
Years at firm
2
Adviser firms
1
States registered

From the IAPD record · data retrieved 18 October 2026 · page updated 20 October 2026SEC record

Career

Trevor Chuna has been Chief Technology Officer of Sequoia Financial Advisors since February 2019. Trevor Chuna is a control person of the firm and directly owns under 5% of it.

Sequoia Financial Advisors, L.L.C. is an Akron, OH firm with $32.2B under management, 11,218 clients and 195 advisers across 39 offices, as of its August 2026 filing.

Sequoia identifies Trevor Chuna as Senior Vice President and Chief Technology Officer and describes his technology strategy responsibilities. The biography states he holds a Master of Science in Financial Services from The American College and a BBA in finance from The University of Akron.

  1. Sequoia Financial Group, L.l.c.Current
    – present · 19 years
    Akron, OH · Adviser representative · Firm CRD 117756
  2. Merrill Lynch Pierce Fenner & Smith Inc.
    – · 1 year
    Pepper Pike, OH · Adviser representative · Firm CRD 7691

Credentials and registrations

Investment adviser representative registrations

Ohio27 April 2007
Status
Approved

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 666 January 2006
Name
Uniform Combined State Law Examination
Series 72 December 2005
Name
General Securities Representative Examination

Individual record

Full name
Trevor Robert Chuna
CRD
5031603
Office
3500 EMBASSY PARKWAY, Akron, OH 44333

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Trevor Chuna work?

Trevor Chuna has been Chief Technology Officer of Sequoia Financial Advisors, L.L.C. since February 2019, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 24 August 2026

Is Trevor Chuna a financial advisor?

Yes. Trevor Chuna has a current investment-adviser registration in Ohio, through Sequoia Financial Advisors since April 2007.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Trevor Chuna have?

Trevor Chuna has 20 years in the financial industry, since February 2006, across 2 adviser firms.

Source: IAPD individual record, checked 18 October 2026

What exams has Trevor Chuna passed?

Trevor Chuna has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2005. FINRA credited Trevor Chuna with the SIE, which began in October 2018.

Source: IAPD individual record, checked 18 October 2026

Where did Trevor Chuna work before Sequoia Financial Advisors?

Before Sequoia Financial Advisors, Trevor Chuna was registered through Merrill Lynch Pierce Fenner & Smith Inc., January 2006 to March 2007.

Source: IAPD individual record, checked 18 October 2026

Where is Trevor Chuna based?

Trevor Chuna’s registered office is in Akron, OH.

Source: IAPD individual record, checked 18 October 2026

Leadership at Sequoia Financial Advisors

Sources

  1. IAPD individual record, CRD 5031603. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Sequoia Financial Advisors, L.L.C., filed 24 August 2026. Title, control and ownership bands.
  3. Official firm biography. Biography.

Retrieved 18 October 2026. The SEC record may have been amended since.

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