{"url":"https://nivawealth.com/firms/sequoia-financial-advisors-117756","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/117756","regulatoryAum":32243580060,"crd":"117756","secFileNumber":"801-61089","legalName":"Sequoia Financial Advisors, L.L.C.","displayName":"Sequoia Financial Advisors","website":"https://www.sequoia-financial.com/","linkedinUrl":"https://www.linkedin.com/company/sequoia-financial-group/","founded":null,"organization":"Ohio limited liability company","fiscalYearEnd":"December","headquarters":{"street":"3500 Embassy Parkway","city":"Akron","state":"OH","stateName":"Ohio","country":"United States","postalCode":"44333"},"tradeNames":["Carlson Retirement Plan Services","Special Needs Financial Planning"],"registration":{"secApproved":"19 April 2002","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":424,"advisory":195,"brokerDealerReps":4,"insuranceAgents":2,"promoters":18},"aum":{"discretionary":30638870219,"discretionaryAccounts":39549,"nonDiscretionary":1604709841,"nonDiscretionaryAccounts":87,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":100},"clientTypes":[{"label":"Individuals (other than HNW)","clients":6508,"regulatoryAum":5052700733},{"label":"High-net-worth individuals","clients":4556,"regulatoryAum":24797921670},{"label":"Pooled investment vehicles","clients":17,"regulatoryAum":1637985249},{"label":"Pension and profit-sharing plans","clients":6,"regulatoryAum":18107618},{"label":"Charitable organizations","clients":25,"regulatoryAum":83044659},{"label":"State or municipal government entities","clients":null,"regulatoryAum":212059},{"label":"Corporations and other businesses","clients":106,"regulatoryAum":653608072}],"fees":[],"feeNotes":[],"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":6878120890},{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":3393412570}],"custodyNote":"Sequoia Financial Advisors has custody of $15.60B for 14,270 clients.","otherCustodians":[],"leadership":[{"name":"Stephanie Hanayik","title":"Senior Vice President, Chief Compliance Officer, Chief Risk Officer","crd":"2763302"},{"name":"Jennifer Koch","title":"Senior Vice President, Organizational Development","crd":"8240197"},{"name":"Michael Marhofer","title":"Executive Vice President, Secretary & General Counsel","crd":"8240163"},{"name":"Annelise McCauley","title":"President, Interim Chief Operating Officer","crd":"4561286"},{"name":"Michael Mordoh","title":"Vice President, Head of Operations","crd":"6302013"},{"name":"Nicholas Zamparelli","title":"Senior Vice President, Chief Investment Officer","crd":"4211322"},{"name":"Kevin Tichnell","title":"EVP, Chief Strategy & Acquisitions Officer, Interim Chief Financial Officer","crd":"4413967"},{"name":"Trevor Chuna","title":"Chief Technology Officer","crd":"5031603"},{"name":"Thomas Haught","title":"Chairman, CEO","crd":"2098919"},{"name":"Norborne Smith","title":"Head of Sequoia Sentinel Family Office","crd":"1368072"},{"name":"Justin Stets","title":"EVP, Head of Integrated Wealth Services","crd":"4021666"},{"name":"Christopher Thom","title":"EVP, Chief Strategy & Partnership Officer","crd":"3137473"}],"ownership":[{"label":"Sequoia Financial Group, LLC","detail":"Owner in the 75% or more ownership band and a control person, since January 2000."},{"label":"Thomas A. 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They include 6,508 other individuals, 4,556 high-net-worth individuals and 106 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Sequoia Financial Advisors offer?","answer":"Sequoia Financial Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Sequoia Financial Advisors use?","answer":"Sequoia Financial Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $6,878,120,890 and National Financial Services LLC (Boston, MA), with $3,393,412,570. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Sequoia Financial Advisors have?","answer":"Sequoia Financial Advisors has 233 investment adviser representatives registered with state securities authorities, out of 424 employees, and 195 perform investment advisory functions. 4 are registered representatives of a broker-dealer and 2 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Sequoia Financial Advisors invest in?","answer":"At the end of its last fiscal year, Sequoia Financial Advisors’ separately managed accounts held 48% registered funds (mutual funds, ETFs, BDCs), 32% exchange-traded equities, 9% non-exchange-traded equities, 5% cash and equivalents, 3% state and local bonds, 2% investment grade corporate bonds and 1% U.S. government and agency bonds. It advises 17 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Sequoia Financial Advisors?","answer":"Sequoia Financial Advisors is owned through a chain of holding companies by Thomas Haught, Valeas Capital Partners Fund I LP, Landmark Acquisition Fund 65 Valley LP, Robert Little and Edward Woiteshek. Its direct owner is Sequoia Financial Group, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 24 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Sequoia Financial Advisors get paid?","answer":"Sequoia Financial Advisors is paid through a percentage of assets under management, hourly charges, subscription fees, fixed fees and performance-based fees. 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