Charles
Ieuter
Sequoia Wealth Management, LLC
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About this Advisor
Charles Ieuter is a chartered financial consultant working in Barrington, Illinois with 9 years of industry experience. Ieuter is currently employed by Sequoia Wealth Management, LLC. Throughout their career, they have worked at Secure Futures, LTD, New England Securities, New England Financial, Lpl Financial LLC and Sequioa Wealth Management, LLC. Ieuter holds a Series 63 license, certifying them as a securities agent, and is registered to serve investors in Illinois. Sequoia Wealth Management, LLC is a business based in Barrington, IL. The investment advisory business has offices in 12 locations and a total of 22 employees. It administers $438 million in total assets among its 3,032 accounts, placing it among the bigger firms in the United States by assets under management. Of its 3,032 client accounts, just 7% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm provides a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors are based on which services the firm provides the client. Fee types billed by Sequoia Wealth Management, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sequoia Wealth Management, LLC Brokerage Details
$438,177,764
22
3,032
$144,518
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Charles Ieuter Work History
Charles has been registered as a financial advisor for 9 years.*
Lpl Financial LLC
Sequioa Wealth Management, LLC
Secure Futures, LTD
New England Securities
New England Financial
*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 Charles Ieuter 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 Wealth Management, LLC
Barrington, IL
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Chicago, IL
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Barrington, IL
Barrington, IL
Chicago, IL
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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