Matthew T. Schmidt
Investment adviser representative at Sequoia Financial Group, L.L.C.
14 yearsExperience
1 stateRegistered in
CFADesignation
$32.2BFirm assets
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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
14 years in the industry.
- Sequoia Financial Group, L.L.C.May 2026 to now
- J.P. Morgan Institutional Investments Inc.May 2022 to May 2026
- J.P. Morgan Investment Management Inc.May 2022 to May 2026
- JP Morgan Chase Bank, N.A.Jun 2020 to May 2022
- AmerisourcebergenJun 2019 to Jan 2020
- George Washington UniversityAug 2017 to May 2021
- UnemployedMay 2012 to Jul 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7562049
- Firm CRD
- 117756