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Matthew James Schafer

SEQUOIA WEALTH MANAGEMENT GROUP LLC·PETALUMA, California
Series 7, Series 9, Series 10, Series 63, Series 65Clean record25 years registeredSEQUOIA WEALTH MANAGEMENT GROUP LLC
625 2ND STREET, PETALUMA, CA 94954CRD# 2799407Firm CRD# 311268

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew James Schafer · PETALUMA, CA
Registration
CRD #2799407 · SEQUOIA WEALTH MANAGEMENT GROUP LLC · 25 years registered
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Matthew James Schafer is a registered financial advisor based in PETALUMA, California, affiliated with SEQUOIA WEALTH MANAGEMENT GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SEQUOIA WEALTH MANAGEMENT GROUP LLC
SEQUOIA WEALTH MANAGEMENT GROUP
AUM
$248M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SEQUOIA WEALTH MANAGEMENT GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2799407
Firm CRD# 311268
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew James Schafer offer?
Matthew James Schafer specializes in Financial Planning, Investment Management. Contact their office in PETALUMA, California for a consultation.
What are Matthew James Schafer's credentials?
Matthew James Schafer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew James Schafer located?
Matthew James Schafer is based in PETALUMA, California, working with SEQUOIA WEALTH MANAGEMENT GROUP LLC. Their office serves clients in the PETALUMA metropolitan area and surrounding communities.
How does Matthew James Schafer charge for services?
Matthew James Schafer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SEQUOIA WEALTH MANAGEMENT GROUP LLC?
SEQUOIA WEALTH MANAGEMENT GROUP LLC has approximately 3 employees and manages $248M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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