AdvisorOS Directory
Claim Profile
Unclaimed Profile
RL

Robert Dennis Lyman

SEQUOIA WEALTH MANAGEMENT, LLC·BARRINGTON, Illinois
Clean recordSEQUOIA WEALTH MANAGEMENT, LLC
200 APPLEBEE ST, BARRINGTON, IL 60010CRD# 1184978Firm CRD# 170543

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Dennis Lyman · BARRINGTON, IL
Registration
CRD #1184978 · SEQUOIA WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Dennis Lyman is a registered financial advisor based in BARRINGTON, Illinois, affiliated with SEQUOIA WEALTH MANAGEMENT, 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
Nonprofits & Foundations
Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
SEQUOIA WEALTH MANAGEMENT, LLC
SEQUOIA WEALTH MANAGEMENT, LLC
AUM
$457M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at SEQUOIA WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1184978
Firm CRD# 170543
View on FINRA BrokerCheck →

Looking for a financial advisor in BARRINGTON?

Browse all registered financial advisors in BARRINGTON, Illinois or claim this profile if it's yours.

Browse BARRINGTON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Robert Dennis Lyman offer?
Robert Dennis Lyman specializes in Financial Planning, Investment Management. Contact their office in BARRINGTON, Illinois for a consultation.
What are Robert Dennis Lyman's credentials?
Robert Dennis Lyman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Dennis Lyman located?
Robert Dennis Lyman is based in BARRINGTON, Illinois, working with SEQUOIA WEALTH MANAGEMENT, LLC. Their office serves clients in the BARRINGTON metropolitan area and surrounding communities.
How does Robert Dennis Lyman charge for services?
Robert Dennis Lyman'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, LLC?
SEQUOIA WEALTH MANAGEMENT, LLC has approximately 20 employees and manages $457M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in BARRINGTON, Illinois

Michael Miles
THE OPERAND GROUP II LLC·BARRINGTON, IL
Bret Scott Kinnamon
KINNAMON & ASSOCIATES LTD II·BARRINGTON, IL
Jennifer Ann Karch
CARTER FINANCIAL GROUP, INC.·BARRINGTON, IL
Neil Ray Peplinski
GOOD HARBOR FINANCIAL, LLC·BARRINGTON, IL
Stephanie Leigh Hagan
CARTER FINANCIAL GROUP, INC.·BARRINGTON, IL
Carlos Alberto Saez
THE OPERAND GROUP II LLC·BARRINGTON, IL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)ROCKFORD (70)WHEATON (68)SPRINGFIELD (68)OAKBROOK TERRACE (66)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Request removal of this profile