AK
AK

Albert Steven Kantra

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningEducation PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
207 advisors
Number of Clients
8,771 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$23.0B

Fee Structure

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Location

3500 Embassy Parkway, Akron, OH, 44333

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Albert works as a Senior Vice President, Private Client Services at Sequoia Financial Group, LLC, providing wealth management and financial planning services. This is a full-time commitment for Albert.

Employment History
Current Registrations
Sequoia Financial Group, L.L.C.
January 2019 - Present · 7 yrs 1 mo
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
Albert Steven Kantra - Financial Advisor | TrueAdvisor