Unclaimed Profile

Matthew James Dunn

SEQUOIA FINANCIAL ADVISORS, L.L.C.·AKRON, Ohio

SIE, Series 7, Series 14, Series 24, Series 27, Series 31, Series 52TO, Series 53, Series 66, Series 79TO, Series 99TOClean record16 years registeredSEQUOIA FINANCIAL ADVISORS, L.L.C.

3500 EMBASSY PARKWAY, AKRON, OH 44333CRD# 4882331Firm CRD# 117756

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew James Dunn · AKRON, OH

Registration

CRD #4882331 · SEQUOIA FINANCIAL ADVISORS, L.L.C. · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SEQUOIA FINANCIAL ADVISORS, L.L.C.

STRATOS WEALTH PARTNERS, LTD

Mar 2014 – Apr 2021

BEACHWOOD, OH

PNC INVESTMENTS

Jul 2013 – Mar 2014

CLEVELAND, OH

FIRST WILSHIRE SECURITIES MANAGEMENT, INC.

Feb 2010 – Dec 2012

PASADENA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 27

Series 31

Series 52TO

Series 53

Series 66

Series 79TO

Series 99TO

Registration record

First registered · February 17, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SEQUOIA FINANCIAL ADVISORS, L.L.C.

CRD 117756 · SEC 801-61089

AUM

$20.0B

Regulatory assets under management

Employees

276

24,703 client accounts

Services offered by SEQUOIA FINANCIAL ADVISORS, L.L.C.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SEQUOIA FINANCIAL ADVISORS, L.L.C. →

Introduction

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Frequently Asked Questions

What services does Matthew James Dunn offer?

Matthew James Dunn specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Matthew James Dunn's credentials?

Matthew James Dunn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew James Dunn located?

Matthew James Dunn is based in AKRON, Ohio, last registered with SEQUOIA FINANCIAL ADVISORS, L.L.C..

How does Matthew James Dunn charge for services?

Matthew James Dunn's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SEQUOIA FINANCIAL ADVISORS, L.L.C.?

SEQUOIA FINANCIAL ADVISORS, L.L.C. has approximately 276 employees and manages $20.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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