Mary A. Durra

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CRD#: 2100395

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mary Ann Durra, CFP®, who also goes by Mary A Lann, Mary Ann Lann, was a registered financial professional .

Mary is a previously registered financial professional and started their career in finance in 1990. Mary had worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Mary A Lann | Mary Ann Lann

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.

1-FINANCIAL PLANNERS OF CLEVELAND, INVESTMENT RELATED, 6095 PARKLAND BLVD. CLEVELAND OH 44124, STATUTORY AGENT, 8-1-1990, 10 HRS MONTH, 10 HRS DURING TRADING, SELL LIFE AND LONG TERM CARE INSURANCE AS AN ANCILLARY SERVICE TO INVESTMENT CLIENTS. 2-FINANCIAL PLANNERS OF CLEVELAND, INVESTMENT RELATED, 6095 PARKLAND BLVD. CLEVELAND OH 44124, FINANCIAL PLANNER, 8-1-1990, 120 HRS MONTH, 100 HRS DURING TRADING, MAKE INVESTMENT RECOMMENDATIONS TO CLIENTS BASED ON RISK TOLERANCE AND SUITABILITY; ESTATE, TAX, RETIREMENT AND INSURANCE PLANNING.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 1996

Experience

Past

January 12, 2022 - July 1, 2024

SEQUOIA FINANCIAL GROUP, L.L.C.

RIA

CRD#: 117756

Mayfield Heights, OH

Past

December 7, 1999 - November 7, 2022

NCA FINANCIAL PLANNERS

RIA

CRD#: 120086

CLEVELAND, OH

Past

October 15, 1990 - March 25, 2022

OSAIC WEALTH, INC.

CRD#: 23131

MAYFIELD HTS, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SEQUOIA FINANCIAL GROUP, L.L.C.

CRD#: 117756 / SEC#: 801-61089

RIA

Registered Investment Advisory firm - (4/19/2002 Approved)

Ohio

Registered Investment Advisory firm - (5/10/2002 Terminated)

Oregon

Registered Investment Advisory firm - (10/22/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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 66

Date: 6/27/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/12/1990

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/9/1999

General Securities Principal Examination

Current Firm

SEQUOIA FINANCIAL GROUP, L.L.C.

CRD#: 117756 / SEC#: 801-61089

RIA

Registered Investment Advisory firm - (4/19/2002 Approved)

Ohio

Registered Investment Advisory firm - (5/10/2002 Terminated)

Oregon

Registered Investment Advisory firm - (10/22/2018 Terminated)

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Contact information

Main Address

3500 Embassy Parkway, Akron, OH 44333

Mailing Address

Phone number

(330) 375-9480

Established

Firm type

Fiscal year end

# of Employees

296

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SEQUOIA FINANCIAL ADVISORS, LLC ADV PART 2A 2-2025 (8/15/2025)

Regulatory assets under management

Total Number of Accounts	28,338
AUM (Assets Under Management)	$ 23,033,619,111

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/18/2025	Cover Page	Report
11/19/2024	Cover Page	Report
01/10/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Mary A. Durra

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

NCA FINANCIAL PLANNERS

OSAIC WEALTH, INC.

Primary Firm SEC Registration

SEQUOIA FINANCIAL GROUP, L.L.C.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/27/2002

SIE

Date: 10/1/2018

Series 7

Date: 10/12/1990

Series 24

Date: 7/9/1999

Current Firm

SEQUOIA FINANCIAL GROUP, L.L.C.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SEQUOIA FINANCIAL GROUP, L.L.C.

TRUST BUT VERIFY

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