Charles
Melka

Sequoia Wealth Management, LLC

CRD#2216510
Investment Advisor
in Glen Ellyn, IL

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About this Advisor

Charles Melka is a financial advisor based in Glen Ellyn, Illinois, working with Sequoia Wealth Management, LLC. Charles has previously held positions at Minnesota Life Insurance Company, Securian Financial Services, Inc, Gcg Financial Inc, Lpl Financial, LLC, Level Four Advisory Services, and Sequoia Wealth Management, LLC. Charles has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Charles is part of Sequoia Wealth Management, LLC, which operates out of Glen Ellyn, Illinois. The firm has 10 offices and 20 employees. The firm manages assets totaling $457.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Sequoia Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

460 N. Main St. Suite 206
Glen Ellyn, IL 60137

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Sequoia Wealth Management, LLC Brokerage Details

Total Assets Under Management

$457,188,363

IL Average: $6,674,516,078
Total Number of Employees

20

IL Average: 44
Total Number of Accounts

2,593

IL Average: 2,564
Average Account Size

$176,316

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Charles Melka Work History

2015 - Present (9 years)

Lpl Financial, LLC

2015 - Present (9 years)

Sequoia Wealth Management, LLC

2015 - 2015 (< 1 year)

Level Four Advisory Services

1992 - 2015 (23 years)

Minnesota Life Insurance Company

1992 - 2015 (23 years)

Securian Financial Services, Inc

1992 - 2015 (23 years)

Gcg Financial Inc

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Disclosures

Please visit the SEC profile of Charles Melka 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

Patrick Lyman
Barrington, IL
David Bragman
Chicago, IL
Timothy O'Donnell
Barrington, IL
Sean Lyman
Chicago, IL
Gene Hiser
Barrington, IL
Edward Scoby
Barrington, IL
David Andrews
Barrington, IL
Robert Lyman
Barrington, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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