Matthew Bird Malone
Investment adviser representative at Sequoia Financial Group, L.L.C.
7 yearsExperience
1 stateRegistered in
$32.2BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
7 years in the industry.
- Sequoia Financial Group, L.L.C.Feb 2025 to now
- Tbh Global Asset Management, LLC dba Tbh AdvisorsMar 2023 to now
- UnemployedJan 2023 to Mar 2023
- Key Capital Management, Inc. dba Wood FinancialMay 2022 to Dec 2022
- Blueaura GroupJan 2022 to May 2022
- US Bank Private WealthMar 2021 to Jan 2022
- Bank of America, N.A.Jan 2021 to Mar 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2020 to Mar 2021
- TIAASep 2016 to Aug 2020
- TIAA-CREF Individual & Institutional Services, LLCSep 2016 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (TN).
Sequoia Financial Group, L.L.C.
Legal name: Sequoia Financial Advisors, L.L.C.
$32.2BAssets managed
11,218Clients
252Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5883970
- Firm CRD
- 117756