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Glenn Arnold

Some features on this profile are disabled
CRD#: 4670661
GA

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.

Glenn Arnold, CFP®, who also goes by Glenn Patrick Arnold, was a registered financial professional .

Glenn is a previously registered financial professional and started their career in finance in 2003. Glenn had worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?
Education Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Insurance Planning
Investment Planning
Retirement Planning
Estate Planning
Are you a "fiduciary"?
No

Aliases

Glenn Patrick Arnold

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)

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: 2017

Experience

Past

December 10, 2025 - March 18, 2026

SEQUOIA FINANCIAL GROUP, L.L.C.

RIA
CRD#: 117756
Burlington, MA
Past

April 18, 2022 - August 20, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Uxbridge, MA
Past

April 18, 2022 - August 20, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Uxbridge, MA
Past

November 17, 2016 - April 18, 2022

TRIAD ADVISORS LLC

RIA
CRD#: 25803
UXBRIDGE, MA
Past

November 16, 2016 - April 18, 2022

TRIAD ADVISORS LLC

BD
CRD#: 25803
UXBRIDGE, MA
Past

February 20, 2013 - November 17, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
WORCESTER, MA
Past

February 4, 2013 - November 17, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
WORCESTER, MA
Past

August 5, 2003 - January 6, 2004

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

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.
SEQUOIA FINANCIAL GROUP, L.L.C.
AFFINIA FINANCIAL GROUP | ZEKE CAPITAL ADVISORS | ZCA, A SEQUOIA FINANCIAL GROUP COMPANY | SPECIAL NEEDS FINANCIAL PLANNING | SEQUOIA FINANCIAL GROUP, LLC | SEQUOIA FINANCIAL GROUP, L.L.C. | SEQUOIA FINANCIAL ADVISORS, L.L.C. | CARLSON RETIREMENT PLAN SERVICES

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)

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.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/15/2013
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/8/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/1/2013
General Securities Representative Examination

Current Firm

SEQUOIA FINANCIAL GROUP, L.L.C.
SEQUOIA FINANCIAL GROUP, L.L.C.
AFFINIA FINANCIAL GROUP | ZEKE CAPITAL ADVISORS | ZCA, A SEQUOIA FINANCIAL GROUP COMPANY | SPECIAL NEEDS FINANCIAL PLANNING | SEQUOIA FINANCIAL GROUP, LLC | SEQUOIA FINANCIAL GROUP, L.L.C. | SEQUOIA FINANCIAL ADVISORS, L.L.C. | CARLSON RETIREMENT PLAN SERVICES

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)
PREMIUM
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts28,338
AUM (Assets Under Management)$ 23,033,619,111

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

SEQUOIA FINANCIAL GROUP, L.L.C.

SEQUOIA FINANCIAL GROUP, L.L.C.

Financial AdvisorCRD#: 117756

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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