AUMdb
LP

Lisa P Zarkin

CRD 2158487 Certified Financial Planner

Firms

FirmRoleAs of
Sequoia Wealth Management, Llc 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 ↗