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Robert Dennis Lyman

SEQUOIA WEALTH MANAGEMENT, LLC·BARRINGTON, Illinois
Unclaimed Profile
200 APPLEBEE ST, BARRINGTON, IL 60010CRD# 1184978Firm CRD# 170543
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
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
No disclosures on file
View on FINRA BrokerCheck →

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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.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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