AW
Annelise Waterfall Mccauley
CRD 4561286
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Sequoia Financial Advisors, L.L.C. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Sequoia Financial Advisors, L.L.C.
Evp, Chief Client Experience Officer · Less than 5% · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗