Robert Lyman
Robert Lyman is a ChFC-designated registered investment advisor at Sequoia Wealth Management, LLC, based in Barrington, IL, with 42 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 1,550 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sequoia Wealth Management offers investment management services. The maximum annual advisory fee is 2.50%, but the actual fee will depend on the complexity of your situation. Fees are deducted from your account quarterly. Sequoia Wealth may recommend third-party money managers through platforms like LPL or AssetMark, with maximum fees described in the brochure. The firm also uses LPL-sponsored programs with fees up to 3.00%, except for the Guided Wealth Portfolios Program, which charges 1.00%.
Location
200 Applebee St, Suite 208, Barrington, IL, 60010
Get directionsHistory
Regulatory History (6)
Judgment / Lien
January 2025Judgment / Lien
December 2024Judgment / Lien
September 2024Judgment / Lien
August 2022Judgment / Lien
August 2021Financial
February 2019Other Business ActivitiesSells Insurance
Robert is a board member for Friends of Shalom for Uganda, dedicating minimal time. He also provides investment advisory services through Sequoia Wealth Management, spending nearly full-time on this. Robert also works with Sequoia Financial Planning and Sequoia Financial Network, an insurance agency selling life, disability, long-term care, and fixed annuity products.
Employment History
Current Registrations
Sequoia Wealth Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Associated Planners Investment Advisory INC
Associated Securities CORP.
Associated Securities CORP.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Pruco Securities CorporationBroker
State Registrations46 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.