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Financial ADVSR advisor directory · SEC adviser records

Sequoia Wealth Management, LLC financial advisors

Every SEC-registered investment adviser representative at Sequoia Wealth Management, LLC, by the state and city of the office they work from.

14 registered advisors work at Sequoia Wealth Management, LLC, in 3 states and 7 cities; the most are in Barrington, IL (7). 7 list the CFP designation and 13 are also registered broker representatives.

Search every Sequoia Wealth Management, LLC advisor by name →Who joined and left Sequoia Wealth Management, LLC →Sequoia Wealth Management, LLC: assets, clients and custodians →

Cities with the most Sequoia Wealth Management, LLC advisors

Barrington, IL 7Chicago, IL 2Appleton, WI 1Atlanta, GA 1Glen Ellyn, IL 1Naperville, IL 1South Barrington, IL 1

Sequoia Wealth Management, LLC advisors by state

Sequoia Wealth Management, LLC in Illinois 12

Barrington 7Chicago 2Glen Ellyn 1Naperville 1South Barrington 1

Sequoia Wealth Management, LLC in Georgia 1

Atlanta 1

Sequoia Wealth Management, LLC in Wisconsin 1

Appleton 1

Questions

How many financial advisors does Sequoia Wealth Management, LLC have?

14 investment adviser representatives are registered with Sequoia Wealth Management, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 7 cities. 7 list the CFP designation and 13 are also registered as broker representatives.

Where does Sequoia Wealth Management, LLC have the most advisors?

Barrington, IL, with 7 registered advisors, then Chicago, IL (2). By state, Illinois has the most, with 12.

How do I find a Sequoia Wealth Management, LLC financial advisor near me?

Pick your state below, then your city, to see every Sequoia Wealth Management, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Sequoia Wealth Management, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →