Sequoia Financial Group Disclosure Documents

Code of Ethics (PDF)

Form ADV Part 2A (PDF)

Privacy Policy (PDF)

eDelivery

All clients of Sequoia Financial Group (who have not yet opted for eDelivery) will receive a paper copy of our ADV Part 2A Material Changes (if applicable) and our Privacy Policy mailed on an annual basis without charge.  If you are a Sequoia client and prefer to receive these document(s) via email, please email info@sequoia-financial.com with the subject line: “eDelivery Opt In” along with your full name.  Reducing our paper output allows us to be more environmentally friendly.