Anthony
Rome
Sequoia Financial Group, L.L.C
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About this Advisor
Anthony Rome is a certified financial planner who works in Tampa, Florida with 4 years of industry experience. Rome is an employee of Sequoia Financial Group, L.L.C. Their career trajectory has included roles at Rome Appraisal, Inc, Allstate, Axa Advisors, LLC, Student, Brodie Haer, Harwood Advisory Group, LLC, Pnc Investments, Sequoia Financial Group, LLC and Sequoia Financial Advisors, LLC. Rome maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Sequoia Financial Group, L.L.C is a financial advisory company operating out of Akron, OH. The company has offices in 17 locations and a total of 212 people on staff. It controls $16 billion in assets across its 19,755 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises six charitable organizations. Of its 19,755 accounts, 35% belong to high-net-worth individuals who have more than $1 million in investable assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors vary depending on the type of financial services offered. Fees billed by Sequoia Financial Group, L.L.C may include any combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sequoia Financial Group, L.L.C Brokerage Details
$15,567,376,490
212
19,755
$788,022
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Anthony Rome Work History
Anthony has been registered as a financial advisor for 4 years.*
Sequoia Financial Group, LLC
Sequoia Financial Advisors, LLC
Harwood Advisory Group, LLC
Pnc Investments
Sequoia Financial Group, LLC
Axa Advisors, LLC
Brodie Haer
Allstate
Rome Appraisal, Inc
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anthony Rome to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sequoia Financial Group, L.L.C
Akron, OH
Troy, MI
Akron, OH
Akron, OH
Beachwood, OH
Akron, OH
Akron, OH
Columbus, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
