Angela Cosgray is a CFP-designated registered investment advisor at Sequoia Financial Group, L.L.C., based in Dublin, OH, with 23 years of industry experience. Angela 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
5475 Rings Road, Suite 475, Dublin, OH, 43017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.
Employment History
Current Registrations
Sequoia Financial Group, L.L.C.
Previous Registrations
Wealthstone Advisors
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Life & Money Matters, LLC
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, 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.