AUMdb
CK

Claude Keeran Koontz

CRD 2775010 Chartered Financial Analyst

Firms

FirmRoleAs of
Sequoia Financial Advisors, L.L.C. Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗