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Matthew Pullar

Sequoia Financial Group, L.L.C.
20 Years of Experience
Akron, OH
1 Disclosure
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Matthew Pullar is a registered investment advisor at Sequoia Financial Group, L.L.C., based in Akron, OH, with 20 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 11,218 clients with $32B in assets under management.

Sequoia Financial Group, L.L.C.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
259 advisors
Number of Clients
11,218 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$32.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

Sequoia Financial Advisors charges for investment management as a percentage of your portfolio, a flat retainer, or through legacy fee structures. The exact fee is negotiable based on your financial situation, the amount of your investments, and the complexity of your needs. Fees are typically billed quarterly in advance, quarterly in arrears, or monthly in advance.

While the firm does not currently impose a minimum account size for investment management, fee arrangements vary widely based on your specific client agreement.

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Location

3500 Embassy Parkway, Akron, OH, 44333

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History

Regulatory History (1)
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Employment Separation After Allegations
September 2012
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Other Business Activities

Matthew is a Vice President at Sequoia Financial Group, LLC, focusing on financial planning and asset management since 2018, which is a full-time role. He also owns rental real estate property since 2010, dedicating minimal time to it.

Employment History
Current Registrations
Sequoia Financial Group, L.L.C.
April 2018 - Present · 8 yrs 6 mos
Previous Registrations
The Huntington Investment CompanyBroker
February 2017 - March 2018 · 1 yr 1 mo
The Huntington Investment Company
February 2017 - March 2018 · 1 yr 1 mo
LPL Financial LLCBroker
September 2013 - February 2017 · 3 yrs 5 mos
LPL Financial LLC
September 2013 - February 2017 · 3 yrs 5 mos
Firstmerit Advisors, INC.
June 2013 - September 2013 · 3 mos
Firstmerit Financial Services, INCBroker
June 2013 - September 2013 · 3 mos
PNC InvestmentsBroker
December 2011 - October 2012 · 10 mos
PNC Investments
December 2011 - October 2012 · 10 mos
PNC Investments
November 2009 - May 2010 · 6 mos
PNC InvestmentsBroker
November 2009 - May 2010 · 6 mos
Natcity Investments, INC.
January 2005 - November 2009 · 4 yrs 10 mos
Natcity Investments, INC.Broker
January 2005 - November 2009 · 4 yrs 10 mos
Morgan Stanley
October 2003 - January 2005 · 1 yr 3 mos
Morgan Stanley Dw INC.Broker
September 2003 - January 2005 · 1 yr 4 mos
State Registrations2 states
OHTX
Advisor

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.

Exams
No exam information available for this advisor.
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