Edward V. Scoby

SEQUOIA WEALTH MANAGEMENT

SOUTH BARRINGTON, IL 60010

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CRD#: 5440511

Professional summary

Edward Vernon Scoby, CFP® is a registered financial advisor currently at SEQUOIA WEALTH MANAGEMENT, LLC located in South Barrington, Illinois and LPL FINANCIAL LLC located in Barriington, Illinois.

Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Edward has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Aliases

None

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 Edward Vernon Scoby's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

March 20, 2015 - Present

SEQUOIA WEALTH MANAGEMENT, LLC

Office #1: 200 Applebee Street Suite 208, South Barrington, IL 60010

RIA

CRD#: 170543

SOUTH BARRINGTON, IL

Current

May 21, 2010 - Present

LPL FINANCIAL LLC

Office #1: 200 Applebee St Ste 208, Barriington, IL 60010-3060

RIA

CRD#: 6413

BARRIINGTON, IL

Past

November 4, 2025 - July 10, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

BARRIINGTON, IL

Past

April 3, 2025 - October 10, 2025

LPL FINANCIAL LLC

RIA

CRD#: 6413

BARRIINGTON, IL

Past

May 21, 2010 - October 6, 2020

LPL FINANCIAL LLC

RIA

CRD#: 6413

BARRIINGTON, IL

Past

January 15, 2008 - May 26, 2010

ROBERT W. BAIRD & CO. INCORPORATED

RIA

CRD#: 8158

CHICAGO, IL

Past

January 1, 2008 - May 26, 2010

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

CHICAGO, IL

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 WEALTH MANAGEMENT, LLC

CRD#: 170543 / SEC#: 801-80362

RIA

Registered Investment Advisory firm - (10/1/2014 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(9/8/2010)

Colorado
(4/7/2015)

Florida
(10/10/2025)

Georgia
(3/20/2012)

Illinois
(5/21/2010)

IAR

Illinois
(3/20/2015)

Indiana
(1/23/2014)

Minnesota
(2/23/2021)

Texas
(1/7/2014)

Washington
(9/3/2010)

Wisconsin
(1/21/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/14/2008

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: 12/20/2007

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

SEQUOIA WEALTH MANAGEMENT, LLC

CRD#: 170543 / SEC#: 801-80362

RIA

Registered Investment Advisory firm - (10/1/2014 Approved)

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Contact information

Main Address

200 Applebee St Suite 208, Barrington, IL 60010

Mailing Address

Phone number

(847) 310-5900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/12/2026)

FORM ADV PART 2A APPENDIX 1 - WRAP FEE PROGRAM BROCHURE (3/12/2026)

Regulatory assets under management

Total Number of Accounts	2,892
AUM (Assets Under Management)	$ 599,623,650

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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Advisor Monitoring

Firm Stability Insights

Edward V. Scoby

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Vernon Scoby's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

ROBERT W. BAIRD & CO. INCORPORATED

ROBERT W. BAIRD & CO. INCORPORATED

Primary Firm SEC Registration

SEQUOIA WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/14/2008

SIE

Date: 10/1/2018

Series 7

Date: 12/20/2007

FINRA

Current Firm

SEQUOIA WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SEQUOIA WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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