Anthony Baldassano (CRD# 6023520) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Barrington, IL and has over 13 years of experience in the finance industry.
CRD# 5875696
Charles Schwab & Company, Inc.
CRD# 1256292
Transamerica Financial Advisors, Inc.
CRD# 2166328
Brookstone Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sequoia Wealth Management, LLC | Barrington, IL | Mar 2019 - Current | 5 |
| Anthony & Associates | Barrington, IL | Feb 2003 - Current | 21 |
| Wynstone Financial Services, Ltd | Barrington, IL | Jan 2012 - Dec 2018 | 6 |
| Retirement Matters, Inc. | Barrington, IL | Oct 2016 - Feb 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2010 |
- IL
-
Total Assets Under Management457MILLIONS
-
Total Number of Accounts2,593ACCOUNTS
-
Average Account Value$176,316
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, CA, CO, DE, FL, GA, IA, IL, IN, LA, MA, MI, MN, MO, NC, NJ, NY, OH, PA, TN, TX, VA, WA, WI
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