Frank
Mastrapasqua

Sequoia Financial Group, L.L.C

CRD#1048619
Investment Advisor
in Nashville, TN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Frank Mastrapasqua is a financial advisor based in Nashville, Tennessee, working with Sequoia Financial Group, L.L.C. Frank has previously held positions at Mastrapasqua Asset Management and Sequoia Financial Group. Frank has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee. Currently, Frank is part of Sequoia Financial Group, L.L.C, which operates out of Nashville, Tennessee. The firm has 29 offices and 250 employees. The firm manages assets totaling $17.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Sequoia Financial Group, L.L.C includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Performance-based Fees

Office Location

104 Woodmont Boulevard, Suite 320
Nashville, TN 37205

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Sequoia Financial Group, L.L.C Brokerage Details

Total Assets Under Management

$17,865,170,338

TN Average: $2,106,341,625
Total Number of Employees

250

TN Average: 34
Total Number of Accounts

23,386

TN Average: 1,972
Average Account Size

$763,926

TN Average: $1,068,125

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

Frank Mastrapasqua Work History

2023 - Present (1 year)

Sequoia Financial Group

1993 - Present (31 years)

Mastrapasqua Asset Management

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Frank Mastrapasqua 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

Jared Waldrup
Houston, TX
Alexander Rupert
Akron, OH
Joseph Frederick
Berwyn, PA
Brandon Mcbride
Troy, MI
Christopher Peck
Akron, OH
William Gandert
Akron, OH
Phillip Friedman
Cleveland, OH
Jan Vecerka
Columbus, OH

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started