Investment adviser representative · Sequoia Financial Group, L.l.c.
Kristan N. Preston
CRD 5583015 · Akron, OH
At a glance
Kristan N. Preston is an investment adviser representative with Sequoia Financial Group, L.l.c. in Akron, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kristan’s SEC record dates to 2009, about 17 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Sequoia Financial Group, L.l.c.Since March 2009Akron, OH · $32B in regulatory assets
SEC adviser record
- Registered since
- 2009 (17 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kristan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.