Anthony Joseph Baldassano
Investment adviser representative at Sequoia Wealth Management, LLC
23 yearsExperience
1 stateRegistered in
PFSDesignation
$599.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
23 years in the industry.
- Sequoia Wealth Management, LLCMar 2019 to now
- Anthony & AssociatesFeb 2003 to now
- Retirement Matters, Inc.Oct 2016 to Feb 2017
- Wynstone Financial Services, LtdJan 2012 to Dec 2018
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (IL).
Sequoia Wealth Management, LLC
$599.6MAssets managed
1,640Clients
16Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6023520
- Firm CRD
- 170543