# SEQUOIA FINANCIAL ADVISORS, L.L.C.

SEQUOIA FINANCIAL ADVISORS, L.L.C. of AKRON, OH is an SEC-registered investment adviser.

## Registration

- CRD: 117756
- Type: SEC-registered investment adviser
- SEC file number: 801-61089
- Location: 3500 EMBASSY PARKWAY, AKRON, OH, 44333
- Phone: 330-375-9480
- Latest filing: 2026-06-30
- Regulatory AUM: $32.2B
- Discretionary AUM: $30.6B
- Non-discretionary AUM: $1.6B
- Clients: 424
- Accounts: 39,636

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance, Subscription
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, Investment cos

## Officers, owners & control persons (30)

_Showing 25 of 30 people._

| Name | Role | Location |
| --- | --- | --- |
| Nicholas Zamparelli | SENIOR VICE PRESIDENT, CHIEF INVESTMENT OFFICER | Berwyn, PA |
| Thomas Arthur Haught | CHAIRMAN, PRESIDENT, CEO; PRES, CEO; TRUSTEE | Akron, OH |
| Matthew James Dunn | CHIEF COMPLIANCE OFFICER | Akron, OH |
| Norborne Gee Smith | HEAD OF SEQUOIA SENTINEL FAMILY OFFICE | New York, NY |
| Gerald Paul Knotek | EXECUTIVE VICE PRESIDENT | — |
| Kevin Nicholas Tichnell | EVP, CHIEF STRATEGY & ACQUISITIONS OFFICER | — |
| Albert Steven Kantra | EVP, HEAD OF ADVISORS & BUSINESS DEVELOPMENT | — |
| Annelise Waterfall Mccauley | EVP, CHIEF CLIENT EXPERIENCE OFFICER | — |
| Trevor Robert Chuna | CHIEF TECHNOLOGY OFFICER | — |
| Joseph A Glick | EVP, CHIEF OPERATING OFFICER | — |
| Christopher Brian Thom | EVP, CHIEF STRATEGY & PARTNERSHIP OFFICER | — |
| Justin Daniel Stets | EVP, HEAD OF INTEGRATED WEALTH SERVICES / CHIEF COMPLIANCE OFFICER | — |
| DUNN WILLIAM JAMES | CHIEF COMPLIANCE OFFICER; VP, CHIEF COMPLIANCE OFFICER; VP, COMPLIANCE OFFICER | — |
| HAUGHT THOMAS AURTHUR | PRES, CEO, CFO, & CLO; PRES, CEO, CFO, COO, & CLO; PRES, CEO, COO, CIO & CLO (+2 more) | — |
| SCHVARTZ MELANIE MARIE | CHIEF COMPLIANCE OFFICER | — |
| LONG JOSEPH SCOTT | COO | — |
| KNOTEK GERALD PAUL | CFO; CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER; EXECUTIVE VICE PRESIDENT (+3 more) | — |
| HANAYIK STEPHANIE ANN | CHIEF COMPLIANCE OFFICER | — |
| NEHRENZ GEOFFREY W | CFO | — |
| THOM CHRISTOPHER BRIAN | EVP, CHIEF STRATEGY & PARTNERSHIP OFFICER | — |
| HAUGHT THOMAS ARTHUR | PRES, CEO; PRES, CEO, COO, CIO & CLO; PRES, CEO, COO, & CLO (+1 more) | — |
| TICHNELL KEVIN NICHOLAS | CHIEF FINANCIAL OFFICER; EVP, CHIEF STRATEGY & ACQUISITIONS OFFICER | — |
| KANTRA ALBERT STEVEN | CHIEF OPERATING OFFICER; EVP, HEAD OF ADVISORS & BUSINESS DEVELOPMENT | — |
| MCCAULEY ANNELISE WATERFALL | CHIEF CLIENT EXPERIENCE OFFICER; EVP, CHIEF CLIENT EXPERIENCE OFFICER | — |
| CHUNA TREVOR ROBERT | CHIEF TECHNOLOGY OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117756/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117756/similar
- Related entities: https://search.stillhousedata.com/firm/117756/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117756

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.