Charles
Melka
Sequoia Wealth Management, LLC
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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
Services Offered
Fee Structure
Office Location
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Sequoia Wealth Management, LLC Brokerage Details
$457,188,363
20
2,593
$176,316
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Charles Melka Work History
Lpl Financial, LLC
Sequoia Wealth Management, LLC
Level Four Advisory Services
Minnesota Life Insurance Company
Securian Financial Services, Inc
Gcg Financial Inc
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
Barrington, IL
Chicago, IL
Chicago, IL
Barrington, IL
Barrington, IL
Barrington, IL
Barrington, IL
Barrington, IL
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