Joseph C. Ferree

SEQUOIA WEALTH

Palm Springs, CA

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CRD#: 1173801

Professional summary

Joseph Craig Ferree JR, who also goes by Craig Ferree, is a registered financial advisor currently at SEQUOIA WEALTH, LLC located in Palm Springs, California.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Joseph has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Craig Ferree

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Craig Ferree JR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 21, 2014 - Present

SEQUOIA WEALTH, LLC

RIA

CRD#: 170044

Palm Springs, CA

Past

August 30, 2013 - December 6, 2013

NESTEGGG INVESTMENT ADVISORS, LLC

RIA

CRD#: 168173

PALM SPRINGS, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/21/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/25/2013

Uniform Investment Adviser Law Examination

Current Firm

SEQUOIA WEALTH, LLC

SEQUOIA WEALTH ADVISORS | SEQUOIA WEALTH, LLC | SEQUOIA WEALTH MANAGEMENT

CRD#: 170044 / SEC#:

California

Registered Investment Advisory firm - (1/21/2014 Approved)

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Contact information

Main Address

Pompano Beach, FL

Mailing Address

Phone number

(760) 282-8015

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	8
AUM (Assets Under Management)	$ 20,309,677

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Joseph C. Ferree

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Craig Ferree JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

SEQUOIA WEALTH, LLC

NESTEGGG INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/25/2013

Current Firm

SEQUOIA WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SEQUOIA WEALTH, LLC

TRUST BUT VERIFY

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