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).
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Total Assets Under Management457MILLION
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Total Number of Accounts2,593ACCOUNTS
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Average Account Value$176,316
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, CA, CO, DE, FL, GA, IA, IL, IN, LA, MA, MI, MN, MO, NC, NJ, NY, OH, PA, TN, TX, VA, WA, WI
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.