Anthony Rome
Anthony Rome is a CFP-designated registered investment advisor at Sequoia Financial Group, L.L.C., based in Tampa, FL, with 10 years of industry experience. Anthony 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
1410 N. Westshore Blvd., #410, Tampa, FL, 33607
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Regulatory History (1)
Financial
September 2016Other Business Activities
Anthony works as a Manager of Private Client Services at Sequoia Financial Group, LLC, providing wealth management and financial planning services. This is a full-time commitment for Anthony.
Employment History
Current Registrations
Sequoia Financial Group, L.L.C.
Previous Registrations
PNC Investments
PNC InvestmentsBroker
Harwood Advisory Group, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.