Thomas Moughan is a registered investment advisor at Sequoia Financial Group, L.L.C., based in Beachwood, OH, with 19 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,771 clients with $23B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sequoia Financial Advisors charges for investment management services as a percentage of the value of your investments or as a fixed retainer. The exact fee is negotiable based on your financial situation, the amount you invest, and the complexity of the services provided. Fees are billed either quarterly in advance, quarterly in arrears, or monthly in advance. Sequoia may also recommend that clients invest in an affiliated exchange traded fund, which creates a conflict of interest.
Location
2000 Auburn Dr., Ste 400, Beachwood, OH, 44122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas works as a Director of Asset Management at Sequoia Financial Group, LLC since 2016, focusing on wealth management and financial planning. This role is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Sequoia Financial Group, L.L.C.
Previous Registrations
Rav Financial
State Registrations2 states
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