TrueAdvisor
TrueAdvisor
CM
CFP
CM
CFP

Charles Phillip Melka

Sequoia Wealth Management, LLC
33 Years of Experience
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingReal Estate InvestingInsurance PlanningHigh Net WorthBusiness Owners
Sequoia Wealth Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,550 clients
Average Client Portfolio
$332K average
Assets Under Management
$514.3M

Fee Structure

Minimum Investment:$100K

Location

460 N. Main St., Suite 206, Glen Ellyn, IL, 60137

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2015
Denied
Customer Dispute
May 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Charles services non-variable insurance trails, spending minimal time on this activity. He also operates under CPM Financial Services, Inc. as a DBA for his LPL business, dedicating full-time hours, and provides investment advisory services through Sequoia Wealth Management, LLC, spending a few hours per week.

Employment History
Current Registrations
Sequoia Wealth Management, LLC
July 2015 - Present · 10 yrs 7 mos
LPL Financial LLCBroker
January 2015 - Present · 11 yrs 1 mo
Previous Registrations
Level Four Advisory Services
February 2015 - August 2015 · 6 mos
Securian Financial Services, INC.
June 2001 - January 2015 · 13 yrs 7 mos
Securian Financial Services, INC.Broker
May 1992 - January 2015 · 22 yrs 8 mos
State Registrations17 states
AZCADCFLGAIAILINMINCNJNVNYSCTNTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.