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RIA / WealthAdvisorCertified Financial Planner33 years in industry

CYNTHIA ROSE HADDAD

Advisor at SEQUOIA FINANCIAL GROUP, L.L.C.

AKRON, OH | Burlington, MA

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Search this name across graphsid dfx:ria:f9e7b59b-53b0-e247-828d-a1ff1c9dbad6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 29, 1996 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SEQUOIA FINANCIAL GROUP, L.L.C.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 17, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Nov 17, 1992
First registration: Feb 29, 1996
Dual registered: no
Other names: CYNTHIA HADDAD
IAPD individual key: 2290950

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SEQUOIA FINANCIAL GROUP, L.L.C.	Independent wealth	Sep 25, 2023	n/a	yes	Burlington, MA\|AKRON, OH	Current employment
AFFINIA FINANCIAL GROUP, LLC	Former SEC adviser	Aug 8, 2019	Sep 26, 2023	no	BURLINGTON, MA	Previous registration
SHEPHERD FINANCIAL PARTNERS, LLC	Independent wealth	Sep 2, 2015	Oct 2, 2019	no	WINCHESTER, MA	Previous registration
SPECIAL NEEDS FINANCIAL PLANNING LLC	n/a	Feb 7, 2007	Jun 16, 2011	no	WALTHAM, MA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jan 6, 2006	Sep 7, 2016	no	WINCHESTER, MA\|WALTHAM, MA\|WESTWOOD, MA\|BURLINGTON, MA	Previous registration
BAY FINANCIAL ADVISORS, INC.	n/a	Feb 29, 1996	Aug 3, 2011	no	WALTHAM, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AFFINIA FINANCIAL GROUP, LLC	SEQUOIA FINANCIAL GROUP, L.L.C.	Sep 26, 2023	Sep 25, 2023	-1	Firm change	RIA to RIA
SHEPHERD FINANCIAL PARTNERS, LLC	AFFINIA FINANCIAL GROUP, LLC	Oct 2, 2019	Aug 8, 2019	-55	Firm change after gap	RIA to new firm
LPL FINANCIAL LLC	SPECIAL NEEDS FINANCIAL PLANNING LLC	Sep 7, 2016	Feb 7, 2007	-3,500	Firm change after gap	Other
BAY FINANCIAL ADVISORS, INC.	LPL FINANCIAL LLC	Aug 3, 2011	Jan 6, 2006	-2,035	Firm change after gap	Other
SPECIAL NEEDS FINANCIAL PLANNING LLC	SHEPHERD FINANCIAL PARTNERS, LLC	Jun 16, 2011	Sep 2, 2015	1,539	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
304665:117756:MA:2023-09-26	Sep 26, 2023	Sep 25, 2023	BURLINGTON, MA	Firm change
169093:304665:MA:2019-10-02	Oct 2, 2019	Aug 8, 2019	WINCHESTER, MA	Firm change after gap

Relationships

Registered with (6)

→ SEQUOIA FINANCIAL GROUP, L.L.C.Registered adviserregistration: current employment
Sep 25, 2023 to presentfactForm ADV
→ AFFINIA FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Aug 8, 2019 to Sep 26, 2023factForm ADV
→ SHEPHERD FINANCIAL PARTNERS, LLCRegistered adviserregistration: previous registration
Sep 2, 2015 to Oct 2, 2019factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jan 6, 2006 to Sep 7, 2016factForm ADV
→ BAY FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Feb 29, 1996 to Aug 3, 2011factForm ADV
→ SPECIAL NEEDS FINANCIAL PLANNING LLCRegistered adviserregistration: previous registration
Feb 7, 2007 to Jun 16, 2011factForm ADV

Dated events

Occurred
Sep 26, 2023
Advisor changed firm
Cynthia Rose Haddad left Affinia Financial Group, Llc for Sequoia Financial Group, L.L.C. (registered 2023-09-25)
Form ADVobserved 5 days ago