1017 W. Washington, Suite 3H, Chicago, IL, 60607
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Sean provides investment advisory services through Sequoia Wealth Management, dedicating full-time hours to this activity. He is also an agent for non-variable insurance through Sequoia Financial Network, also dedicating full-time hours, and operates under the DBA Sequoia Financial Planning for his LPL business, spending about a quarter of his time. Sean is also a Notary Public for the State of IL, spending minimal time on this.