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Thomas Andrew Moughan

Sequoia Financial Group, LLC

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About Thomas Andrew Moughan

Thomas Moughan is an investment advisor representative with Sequoia Financial Group, LLC. Thomas has been in the industry since 2000. Thomas holds the Series 7 license. Thomas is registered with the state of Ohio and Texas. Thomas is an Investment Advisor Representative at Sequoia Financial Group, LLC and also provides wealth management and financial planning for clients in the Akron, Ohio area. Thomas has 20+ years of experience in the financial industry and is committed to providing personalized and comprehensive financial guidance to help clients achieve their goals.

Firm Information

Thomas Moughan is currently registered with Sequoia Financial Group, LLC. Sequoia Financial Group, LLC is an investment advisor registered with the SEC. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. They have approximately $19,964,189,243 in regulatory assets under management. The firm has offices in AKRON, OH.
Sequoia Financial Group, LLC

3500 EMBASSY PARKWAY

AKRON, OH 44333

$19.96B

Assets Under Management

100

Total Clients

126

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Thomas Moughan’s Registration & Firm History

OH

07/16/2019 - Present

Sequoia Financial Group, LLC (Beachwood OH)

OH

10/09/2000 - 12/10/2008

MUTUAL SERVICE CORPORATION (BEACHWOOD OH)

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Licenses & Designations

BC

Issued 10/06/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Andrew Moughan.
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