Evan Michael Pinney
Investment adviser representative at Sequoia Financial Group, L.L.C.
12 yearsExperience
1 stateRegistered in
$32.2BFirm assets
24 yearsFirm in business
Are you Evan Michael Pinney? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Sequoia Financial Group, L.L.C.Aug 2024 to now
- Capital AnalystsOct 2023 to Jul 2024
- Lincoln InvestmentAug 2023 to Jul 2024
- UnemployedJun 2023 to Jul 2023
- Revere HighschoolFeb 2023 to May 2023
- UnemployedDec 2022 to Jan 2023
- Fleet One LeasingJan 2019 to Nov 2022
- UnemployedJun 2018 to Dec 2018
- Hiram CollegeAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
Sequoia Financial Group, L.L.C.
Legal name: Sequoia Financial Advisors, L.L.C.
$32.2BAssets managed
11,218Clients
252Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7792612
- Firm CRD
- 117756