AL
CFP
AL
CFP

Anthony Labrake

10 Years of Experience
Akron, OH

Anthony Labrake is a CFP-designated registered investment advisor at Sequoia Financial Group, L.L.C., based in Akron, OH, 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
230 advisors
Number of Clients
8,771 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$23.0B

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.

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Location

3500 Embassy Parkway, Akron, OH, 44333

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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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Employment History
Current Registrations
Sequoia Financial Group, L.L.C.
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Q3 Advisors, LLC
September 2024 - January 2025 · 4 mos
Fiduciary Family Office, LLC
May 2024 - June 2024 · 1 mo
Element Pointe Family Office
May 2023 - May 2024 · 1 yr
Facet
May 2021 - May 2023 · 2 yrs
Tobias Financial Advisors
September 2020 - March 2021 · 6 mos
Mercer Global Advisors INC.
February 2020 - October 2020 · 8 mos
Adam Financial Associates INC
March 2018 - February 2020 · 1 yr 11 mos
Commonwealth Financial Network
November 2017 - February 2018 · 3 mos
Commonwealth Financial NetworkBroker
July 2015 - February 2018 · 2 yrs 7 mos
AXA Advisors, LLCBroker
February 2015 - April 2015 · 2 mos
State Registrations1 state
FL
Advisor

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.

Exams
No exam information available for this advisor.