Patrick
Lyman
Sequoia Wealth Management, LLC
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About this Advisor
Patrick Lyman is a financial advisor operating out of Barrington, Illinois with a total of 2 years of industry experience. Lyman is an advisor for Sequoia Wealth Management, LLC. Over the course of their career, they have held roles at Lpl Financial, LLC, Walgreens, University Of Illinois At Urbana-Champaign, Lpl - Jmc Wealth Management, Hawthorn Woods Country Club, Carmel Catholic High School, Taste Of Paris and Sequoia Wealth Management. Lyman holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Illinois. Sequoia Wealth Management, LLC is a business that has its headquarters in Barrington, IL. The investment advisory business has offices in 12 locations and a total of 22 advisors. It oversees $438 million in assets under management among its 3,032 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 3,032 customer accounts, just 7% are held by high-net-worth investors who have more than $1 million in investable assets. Sequoia Wealth Management, LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors usually are based on which services the firm provides the client. Fees charged by Sequoia Wealth Management, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sequoia Wealth Management, LLC Brokerage Details
$438,177,764
22
3,032
$144,518
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Patrick Lyman Work History
Patrick has been registered as a financial advisor for 2 years.*
Lpl Financial, LLC
Sequoia Wealth Management
Walgreens
University Of Illinois At Urbana-Champaign
Walgreens
University Of Illinois At Urbana-Champaign
Lpl - Jmc Wealth Management
University Of Illinois At Urbana-Champaign
Hawthorn Woods Country Club
University Of Illinois At Urbana-Champaign
Hawthorn Woods Country Club
Carmel Catholic High School
Carmel Catholic High School
Taste Of Paris
Carmel Catholic High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Patrick Lyman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sequoia Wealth Management, LLC
Barrington, IL
Barrington, IL
Elyria, OH
Chicago, IL
Barrington, IL
Barrington, IL
Barrington, IL
Barrington, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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