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Senior Vice President, Chief Investment Officer · Sequoia Financial Group, L.L.C.

Nicholas Zamparelli

CRD 4211322 · Named on Form ADV at one SEC-registered adviser

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 Nicholas Zamparelli on its Form ADV as Senior Vice President, Chief Investment Officer, a control person.

Firms and roles

AtlasMembers

Nicholas’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 the firm
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Control-person status
1 firmLocked
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 (11)

  • 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.

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

See all 11 free

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