Sequence Wealth Management

Sequence Wealth Management (CRD# 325470) is a financial advisory firm headquartered in , . They manage $9,000,000 in 20 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.sequencewm.com
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $450,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, VA

Financial Advisors at Sequence Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Shepard Buckman, financial advisor Arlington VA
Shepard A. Buckman
CRD#: 4118936
Arlington, VA

Shepard Buckman (CRD# 4118936) is an Investment Advisor Representative working at Sequence Wealth Management in Arlington, VA and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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