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).

Current Firm Details
200 Applebee St, Suite 208, Barrington, IL 60010
http://www.odefinancialservices.com
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 11 - 14 of 14 top financial advisors.
11
Timothy O'donnell, financial advisor Barrington IL
Timothy E. O'donnell
CRD#: 1944448
200 Applebee St, Suite 208, Barrington, IL 60010

Timothy O'donnell (CRD# 1944448) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Barrington, IL and has over 17 years of experience in the finance industry.

12
Edward Scoby, financial advisor South Barrington IL
Edward V. Scoby
CRD#: 5440511
200 Applebee Street, Suite 208, South Barrington, IL 60010

Edward Scoby (CRD# 5440511) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in South Barrington, IL and has over 16 years of experience in the finance industry.

13
Lisa Zarkin, financial advisor Naperville IL
Lisa P. Zarkin
CRD#: 2158487
2252 Ferry Rd., Unit 102, Naperville, IL 60563

Lisa Zarkin (CRD# 2158487) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Naperville, IL and has over 32 years of experience in the finance industry.

14
Patrick Lyman, financial advisor Barrington IL
Patrick D. Lyman
CRD#: 6800182
200 Applebee St, Suite 208, Barrington, IL 60010

Patrick Lyman (CRD# 6800182) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Barrington, IL and has over 3 years of experience in the finance industry.

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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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