Angela Cosgray, financial advisor Columbus OH

Angela Cosgray

CRD Number: 3091416
Current Firm: Sequoia Financial Group, LLC

Angela Cosgray (CRD# 3091416) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Columbus, OH and has over 18 years of experience in the finance industry. Angela Cosgray has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Teresa Owsley, financial advisor Columbus OH
Teresa D. Owsley
CRD# 2483337
Stratos Wealth Partners, Ltd
Similar Advisors
Matthew Freiburger, CFA, CPA, financial advisor Columbus OH
Matthew R. Freiburger, CFA, CPA
CRD# 5207204
Shuttleworth & Company
Similar Advisors
Drew Lehman, financial advisor Columbus OH
Drew Lehman
CRD# 5706352
Inspire Advisors, LLC
Professional Designations
Company Name Location Dates Years
Sequoia Financial Advisors LLC Columbus, OH Jul 2021 - Current 2
Sequoia Financial Group LLC Columbus, OH Jul 2021 - Current 2
Wealthstone Columbus, OH Jan 2019 - Jul 2021 2
Jp Morgan Chase Bank, N.a. Columbus, OH Feb 2018 - Jan 2019 < 1
Jp Morgan Securites LLC Columbus, OH Oct 2016 - Jan 2019 2
Jpmorgan Chase Bank Na Columbus, OH Oct 2016 - Feb 2018 1
Unemployed Powell, OH Nov 2015 - Oct 2016 < 1
Fifth Third Securities Columbus, OH Nov 2014 - Nov 2015 1
J.p. Morgan Securities Inc. Columbus, OH Jul 2010 - Oct 2014 4
Jpmorgan Chase Bank Columbus, OH Jul 2010 - Oct 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2010
S65 NASAA Investment Advisors Law Examination Jul 2005
Contact Info for Angela J. Cosgray
Phone Number: 330-375-9480
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    17,865
    MILLIONS
  • Total Number of Accounts
    23,386
    ACCOUNTS
  • Average Account Value
    $763,926
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Angela Cosgray and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.