AB
PFS
AB
PFS

Anthony Joseph Baldassano

11 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingReal Estate InvestingInsurance PlanningHigh Net WorthBusiness Owners
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
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Location

18-5 E Dundee Rd - Ste 310, Barrington, IL, 60010

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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

Anthony is the owner and managing member of Anthony & Associates, CPAs LLC, offering bookkeeping, payroll, and tax services. He dedicates full-time hours to supervising, preparing, and reviewing tax returns and providing other accounting services.

Employment History
Current Registrations
Sequoia Wealth Management, LLC
March 2019 - Present · 6 yrs 11 mos
Previous Registrations
Retirement Matters, INC.
October 2016 - March 2017 · 5 mos
Wynstone Financial Services, LTD
March 2012 - December 2016 · 4 yrs 9 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
Anthony Joseph Baldassano - Financial Advisor | TrueAdvisor