Sequoia Wealth Management, LLC

Sequoia Wealth Management, LLC (CRD# 170543) is a financial advisory firm headquartered in Barrington, IL. They manage $457,188,363 in 2,593 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    457
    MILLION
  • Total Number of Accounts
    2,593
    ACCOUNTS
  • Average Account Value
    $176,316
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DE, FL, GA, IA, IL, IN, LA, MA, MI, MN, MO, NC, NJ, NY, OH, PA, TN, TX, VA, WA, WI

Financial Advisors at Sequoia Wealth Management, LLC
Showing 1 - 10 of 14 top financial advisors.
1
Charles P. Melka
CRD#: 2216510
460 N. Main St., Suite 206, Glen Ellyn, IL 60137

Charles Melka (CRD# 2216510) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Glen Ellyn, IL and has over 32 years of experience in the finance industry.

2
David L. Andrews
CRD#: 2295408
200 Applebee Street, Suite 208, Barrington, IL 60010

David Andrews (CRD# 2295408) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Barrington, IL and has over 31 years of experience in the finance industry.

3
Anthony J. Baldassano
CRD#: 6023520
18-5 E Dundee Rd - Ste 310, Barrington, IL 60010

Anthony Baldassano (CRD# 6023520) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Barrington, IL and has over 13 years of experience in the finance industry.

4
David E. Bragman
CRD#: 5958698
1332 N. Halsted, #301, Chicago, IL 60642

David Bragman (CRD# 5958698) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Chicago, IL and has over 12 years of experience in the finance industry.

5
Robert A. Engels
CRD#: 1704025
Appleton, WI

Robert Engels (CRD# 1704025) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Appleton, WI and has over 36 years of experience in the finance industry.

6
Gene T. Hiser
CRD#: 1217847
200 Applebee St, Suite 208, Barrington, IL 60010

Gene Hiser (CRD# 1217847) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Barrington, IL and has over 32 years of experience in the finance industry.

7
Charles R. Ieuter
CRD#: 1254886
200 Applebee St, Suite 208, Barrington, IL 60010

Charles Ieuter (CRD# 1254886) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Barrington, IL and has over 35 years of experience in the finance industry.

8
John J. Kosmer
CRD#: 3185064
201 S. Riverheath Way, Evergreen Building Suite 1400, Appleton, WI 54915

John Kosmer (CRD# 3185064) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Appleton, WI and has over 24 years of experience in the finance industry.

9
Robert D. Lyman
CRD#: 1184978
200 Applebee St, Suite 208, Barrington, IL 60010

Robert Lyman (CRD# 1184978) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Barrington, IL and has over 32 years of experience in the finance industry.

10
Sean Lyman
CRD#: 6196319
1017 W. Washington, Suite 3h, Chicago, IL 60607

Sean Lyman (CRD# 6196319) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Chicago, IL and has over 10 years of experience in the finance industry.

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