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Member · Sequoia Financial Group, L.L.C.

Edward A. Woiteshek

CRD 4419299 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Sequoia Financial Group, L.L.C., an SEC-registered wealth manager based in Akron, OH with $32.2 billion in regulatory assets, lists Edward A. Woiteshek on its Form ADV as Member, a control person. The SEC filings also name Edward at 1 other registered adviser.

Firms and roles

AtlasMembers

Edward’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (14)

  • Thomas A. HaughtChairman, CEO, Sequoia Financial Group, L.L.C.
  • Kevin N. TichnellEVP, Chief Strategy & Acquisitions Officer, Interim Chief Financial Officer, Sequoia Financial Group, L.L.C.
  • Annelise W. McCauleyPresident, Interim Chief Operating Officer, Sequoia Financial Group, L.L.C.
  • Trevor R. ChunaChief Technology Officer, Sequoia Financial Group, L.L.C.
  • Christopher B. ThomEVP, Chief Strategy & Partnership Officer, Sequoia Financial Group, L.L.C.

9 more people named with Edward on the same filings, with titles and firms. Free in Atlas with a free account.

See all 14 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Edward’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.