Angela J Cosgray

CFP

23 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningEducation PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth

Sequoia Financial Group, L.L.C.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

207 advisors

Number of Clients

8,771 clients

Average Client Portfolio

$2.6M average

Assets Under Management

$23.0B

Fee Structure

Location

5475 Rings Road, Suite 475, Dublin, OH, 43017

Get directions

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.

Other Business Activities

Angela works as a Vice President and Financial Advisor at Sequoia Financial Group, LLC, providing wealth management and financial planning services. This is a full-time commitment for Angela.