
Sequoia Wealth + Risk Management is not a registered broker-dealer nor a registered investment advisor. Sequoia Wealth + Risk Management and Vanderbilt Financial Group are separate and unaffiliated entities. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB.
Clearing agent: Clearing & Custody Solutions Advisory Services offered through Consolidated Portfolio Review
Custodian: Charles Schwab
Insurance Services offered through Vanderbilt Insurance and other agencies
Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures
CA Insurance License 0F07100