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Sequoia Wealth Management, LLC CRD 170543
$600M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
200 Applebee St Suite 208, Barrington, IL 60010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-03-18 |
Branch Locations
18-5 E Dundee Rd - Ste 310, Barrington, IL 60010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anthony & Associates | Barrington | IL | 02/2003 | Present |
| Wynstone Financial Services, Ltd | Barrington | IL | 01/2012 | 12/2018 |
| Retirement Matters, Inc. | Barrington | IL | 10/2016 | 02/2017 |
| Sequoia Wealth Management, Llc | Barrington | IL | 03/2019 | Present |
ANTHONY & ASSOCIATES, CPAS LLC. NOT INVESTMENT RELATED. 600 Hart Rd Ste 200 BARRINTON, IL 60010. CERTIFIED PUBLIC ACCOUNTANTS - BOOKKEEPING, PAYROLL, TAX. OWNER/MANAGING MEMBER. DECEMBER 2010 START. 200 HOURS A MONTH, 8-10 HOURS DAILY. SUPERVISE, PREPARE AND REVIEW INDIVIDUAL AND CORPORATE TAX RETURNS, BOOKKEPPING FOR CLIENTS, PAYROLL SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-29 |
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