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Justin Daniel Stets

Evp, Head Of Integrated Wealth Services / Chief Compliance OfficerSequoia Financial Advisors, L.L.C.CRD 4021666

About Justin Daniel Stets

Justin Daniel Stets is listed as Evp, Head Of Integrated Wealth Services / Chief Compliance Officer at Sequoia Financial Advisors, L.L.C. in Akron, OH. Form ADV reports a beneficial ownership band of Under 5%. Justin Daniel Stets is associated with 3 registered advisers.

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 Justin Daniel Stets work?

Justin Daniel Stets is listed as Evp, Head Of Integrated Wealth Services / Chief Compliance Officer at Sequoia Financial Advisors, L.L.C. on SEC Form ADV.

How much of Sequoia Financial Advisors, L.L.C. does Justin Daniel Stets own?

Form ADV reports a beneficial ownership band of Under 5%.

Sequoia Financial Advisors, L.L.C.

TitleEvp, Head Of Integrated Wealth Services / Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2026

Ccm Investment Group, LLC

TitleChief Compliance Officer And President
OwnershipUnder 5%
Control personYes
Since2023

Carlson Capital Management, LLC

TitleChief Compliance Officer/President
OwnershipUnder 5%
Control personYes
Since2015