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Matthew James Schafer

Managing Partner, Chief Compliance OfficerSequoia Wealth Management Group LLCCRD 2799407

About Matthew James Schafer

Matthew James Schafer is listed as Managing Partner, Chief Compliance Officer at Sequoia Wealth Management Group LLC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Sequoia Wealth Management Group LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Matthew James Schafer work?

Matthew James Schafer is listed as Managing Partner, Chief Compliance Officer at Sequoia Wealth Management Group LLC on SEC Form ADV.

How much of Sequoia Wealth Management Group LLC does Matthew James Schafer own?

Form ADV reports a beneficial ownership band of Over 75%.

Sequoia Wealth Management Group LLC

TitleManaging Partner, Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2020
View Sequoia Wealth Management Group LLC →