PPrivate Fund Data Log in Join · $37/mo

Matthew James Dunn

Chief Compliance OfficerSequoia Financial Advisors, L.L.C.CRD 4882331

About Matthew James Dunn

Matthew James Dunn is listed as Chief Compliance Officer at Sequoia Financial Advisors, L.L.C. in Akron, OH. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Sequoia Financial Advisors, L.L.C.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Matthew James Dunn work?

Matthew James Dunn is listed as Chief Compliance Officer at Sequoia Financial Advisors, L.L.C. on SEC Form ADV.

How much of Sequoia Financial Advisors, L.L.C. does Matthew James Dunn own?

Form ADV reports a beneficial ownership band of Under 5%.

Sequoia Financial Advisors, L.L.C.

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2023