AB
Anthony J. Baldassano
SEQUOIA WEALTH MANAGEMENT
Barrington, IL 60010
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CRD#: 6023520
AB
Professional summary
Anthony Joseph Baldassano is a registered financial advisor currently at SEQUOIA WEALTH MANAGEMENT, LLC located in Barrington, Illinois.
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Anthony has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Joseph Baldassano's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 18, 2019 - Present
SEQUOIA WEALTH MANAGEMENT, LLC
Office #1: 18-5 E Dundee Rd - Ste 310, Barrington, IL 60010RIA
CRD#: 170543
Barrington, IL
Past
October 21, 2016 - March 14, 2017
RETIREMENT MATTERS, INC.
RIA
CRD#: 167152
BARRINGTON, IL
Past
March 6, 2012 - December 31, 2016
WYNSTONE FINANCIAL SERVICES, LTD
RIA
CRD#: 159949
BARRINGTON, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SEQUOIA WEALTH MANAGEMENT, LLC
ADVANTAGE FINANCIAL SERVICES GROUP | SEQUOIA WEALTH MANAGEMENT, LLC | SEQUOIA WEALTH MANAGEMENT | SEQUOIA FINANCIAL PLANNING | REGENCY WEALTH MANAGEMENT | PLANSMART FINANCIAL SERVICES | PEGASUS WEALTH STRATEGIES | ODE FINANCIAL SERVICES | MOONEY LYONS FINANCIAL SERVICES | MOONEY LYONS | JPV FINANCIAL | JMC WEALTH MANAGEMENT | IRONWOOD FAMILY WEALTH ADVISORS | DEB FINANCIAL | CPM FINANCIAL SERVICES | ANDERSON INVESTMENT CONSULTING & SERVICES | AMBASSADOR CONSULTING AND WEALTH MANAGEMENT
CRD#: 170543 / SEC#: 801-80362
RIA
Registered Investment Advisory firm - (10/1/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(3/18/2019)
Current Firm
SW
SEQUOIA WEALTH MANAGEMENT, LLC
ADVANTAGE FINANCIAL SERVICES GROUP | SEQUOIA WEALTH MANAGEMENT, LLC | SEQUOIA WEALTH MANAGEMENT | SEQUOIA FINANCIAL PLANNING | REGENCY WEALTH MANAGEMENT | PLANSMART FINANCIAL SERVICES | PEGASUS WEALTH STRATEGIES | ODE FINANCIAL SERVICES | MOONEY LYONS FINANCIAL SERVICES | MOONEY LYONS | JPV FINANCIAL | JMC WEALTH MANAGEMENT | IRONWOOD FAMILY WEALTH ADVISORS | DEB FINANCIAL | CPM FINANCIAL SERVICES | ANDERSON INVESTMENT CONSULTING & SERVICES | AMBASSADOR CONSULTING AND WEALTH MANAGEMENT
CRD#: 170543 / SEC#: 801-80362
RIA
Registered Investment Advisory firm - (10/1/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 Applebee St Suite 208, Barrington, IL 60010
Mailing Address
Phone number
(847) 310-5900
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,698 |
| AUM (Assets Under Management) | $ 514,331,206 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SEQUOIA WEALTH MANAGEMENT, LLC
CRD#: 170543Barrington, IL 60010TRUST BUT VERIFY
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