Annelise Waterfall McCauley
President, Interim Chief Operating OfficerSequoia Financial Advisors, L.L.C.CRD 4561286
About Annelise Waterfall McCauley
Annelise Waterfall McCauley is listed as President, Interim Chief Operating Officer at Sequoia Financial Advisors, L.L.C. in Akron, OH. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Sequoia Financial Advisors, L.L.C.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Annelise Waterfall McCauley work?
Annelise Waterfall McCauley is listed as President, Interim Chief Operating Officer at Sequoia Financial Advisors, L.L.C. on SEC Form ADV.
How much of Sequoia Financial Advisors, L.L.C. does Annelise Waterfall McCauley own?
Form ADV reports a beneficial ownership band of Under 5%.
Sequoia Financial Advisors, L.L.C.
| Title | President, Interim Chief Operating Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |