Angela
Cosgray
Sequoia Financial Group, L.L.C
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About this Advisor
Angela Cosgray is a certified financial planner operating out of Columbus, Ohio with 2 years of industry experience. Cosgray is an employee of Sequoia Financial Group, L.L.C. Over the course of their career, they have held roles at Fifth Third Securities, J.P. Morgan Securities Inc, Jpmorgan Chase Bank, Jpmorgan Chase Bank Na, Jp Morgan Securites LLC, Jp Morgan Chase Bank, N.A, Sequoia Financial Advisors LLC, Wealthstone and Sequoia Financial Group LLC. Cosgray holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Ohio. Sequoia Financial Group, L.L.C is an advisory firm headquartered in Akron, OH. It has offices in 17 locations and a total of 212 financial advisors. It manages $16 billion in assets between its 19,755 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm serves six charitable organizations. Of its 19,755 customer accounts, 35% are associated with high-net-worth investors who have greater than $1 million in assets. Sequoia Financial Group, L.L.C performs a broad set of services, including 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 for financial management typically depend on the type of services provided. However, fee types charged by Sequoia Financial Group, L.L.C likely include 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
Angela Cosgray Work History
Angela has been registered as a financial advisor for 2 years.*
Sequoia Financial Advisors LLC
Sequoia Financial Group LLC
Wealthstone
Jp Morgan Chase Bank, N.A
Jpmorgan Chase Bank Na
Jp Morgan Securites LLC
Fifth Third Securities
J.P. Morgan Securities Inc
Jpmorgan Chase Bank
*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 Angela Cosgray 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
Akron, OH
Akron, OH
Beachwood, OH
Akron, OH
Troy, MI
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.
