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
| Title | Managing Partner, Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2020 |