Matthew Vegel

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

• 01/2022 → 10/2023
  Org Partners
  Brunswick, OH
• 06/2021 → 10/2023
  Paragon Tax Planners
  Brunswick, OH
• 08/2011 → 05/2021
  Student
  Cleveland, OH
• 01/2022 → 10/2023
  Tax Prep Medina
  Brunswick, OH
• 08/2021 → 10/2023
  Paragon Estate Planners
  Brunswick, OH
• 02/2024 → Present
  Sequoia Financial Group, Llc
  Akron, OH
• 10/2023 → 02/2024
  Unemployed
  Brunswick, OH

Previous Registrations

• 2022-02-07 → 2023-10-26
  Org Partners
  Brunswick, OH
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-06

Designations

• Certified Financial Planner