Matthew Thomas Hadley

Employer firm

Sequoia Financial Group, L.l.c. CRD 117756

$32.2B regulatory AUM 100 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2024 → 10/2025
  Great Point Capital, Llc
  Chicago, IL
• 04/2019 → 12/2023
  West Coast Wealth Strategies
  San Diego, CA
• 01/2014 → 04/2019
  Emoney Advisor, Llc
  San Diego, CA
• 10/2025 → Present
  Sequoia Financial Group
  Akron, OH

Previous Registrations

• 2024-02-01 → 2025-10-06
  Quincy Wells Advisors, Llc
  Chicago, IL
  Edina, MN

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-04-09

Designations

• Certified Financial Planner