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2023 Form ADV Part 2A

Sequoia Financial Group Privacy Policy

Sequoia Financial Group Form CRS


All clients of Sequoia Financial Group (who have not yet opted for eDelivery) will receive a paper copy of our ADV Part 2A Material Changes (if applicable) and our Privacy Policy mailed on an annual basis without charge.  If you are a Sequoia client and prefer to receive these document(s) via email, please email with the subject line: “eDelivery Opt In” along with your full name.  Reducing our paper output allows us to be more environmentally friendly.

Google Reviews

It is a company policy to not ask for reviews nor write a review for yourself or our team members.

Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.

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