Financial ADVSR advisor directory · SEC adviser records
Sequoia Wealth Management, LLC financial advisors in Barrington, IL
Every SEC-registered investment adviser representative at a Sequoia Wealth Management, LLC office in Barrington, A to Z.
7 registered advisors work at Sequoia Wealth Management, LLC in Barrington, out of 14 at the firm nationwide; it ranks number 6 in the city by advisors. 2 list the CFP designation and 6 are also registered broker representatives.
Sequoia Wealth Management, LLC advisors in Barrington, A to Z
Every Sequoia Wealth Management, LLC advisor →- David L. AndrewsCertified Financial Planner · Also a broker rep
- Anthony J. BaldassanoPersonal Financial Specialist
- Gene T. HiserAlso a broker rep
- Charles R. IeuterChartered Financial Consultant · Also a broker rep
- Patrick D. LymanCertified Financial Planner · Also a broker rep
- Robert D. Lyman Jr.Chartered Financial Consultant · Also a broker rep
- Timothy E. O'DonnellAlso a broker rep
Sequoia Wealth Management, LLC advisors in every city and state →Sequoia Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Sequoia Wealth Management, LLC advisors in other cities
Chicago, IL 2Appleton, WI 1Atlanta, GA 1Glen Ellyn, IL 1Naperville, IL 1South Barrington, IL 1
Other firms in Barrington
All Barrington advisors →Morgan Stanley 68Ameriprise Financial Services, LLC 13UBS Financial Services Inc. 13Wells Fargo Clearing Services, LLC 13LPL Financial LLC 8Stifel, Nicolaus & Company, Incorporated 6Carter Financial Group, Inc. 4J.P. Morgan Securities LLC 4Edward Jones 3Osaic Wealth, Inc. 3Thrivent Investment Management Inc. 3
Questions
How many financial advisors does Sequoia Wealth Management, LLC have in Barrington?
7 investment adviser representatives are registered at Sequoia Wealth Management, LLC offices in Barrington, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 14 nationwide. 2 list the CFP designation and 6 are also registered as broker representatives.
Is Sequoia Wealth Management, LLC one of the largest advisor employers in Barrington?
Sequoia Wealth Management, LLC ranks number 6 in Barrington by registered advisors; Morgan Stanley has the most, with 68.
How do I check a Sequoia Wealth Management, LLC advisor in Barrington?
Each advisor below 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. Advisors are listed at the city of the Sequoia Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.