Investment adviser representative · Sequoia Wealth Management, LLC
Anthony J. Baldassano
CRD 6023520 · Barrington, IL
At a glance
Anthony J. Baldassano is an investment adviser representative with Sequoia Wealth Management, LLC in Barrington, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Anthony’s SEC record dates to 2012, about 14 years ago. Designations on file: Personal Financial Specialist.
Current advisory firm
- Sequoia Wealth Management, LLCSince March 2019Barrington, IL · $600M in regulatory assets
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- Personal Financial Specialist
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Anthony’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.