Robert W. Baird & Co.
46yrs
Top advisor by experience in Akron
23yrs
Matthew Pullar
Full name on record: Matthew Michael Pullar
Financial advisor at Sequoia Financial Group
Matthew Pullar is a fiduciary financial advisor in Akron, Ohio, with 23 years in the industry. Matthew joined Sequoia Financial Group in 2018, after a year at Huntington Financial Advisors and three years at LPL Financial. Sequoia Financial Group offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and subscription fees.
One of 468 advisors with offices in Akron, and one of 382 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?Top 20% by experience at Sequoia Financial Group
Office3500 Embassy Parkway, Akron, OH 44333
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Performance fee
Typical client at the firm ?$2.7 million
Advisors at the firm246
States licensed ?2 states
Services through Sequoia Financial Group
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowSequoia Financial Group, L.L.C.Current firm
- Feb 2017 – Mar 2018The Huntington Investment CompanyPreviously
- 2013 – 2017LPL Financial LLCPreviously
- Jun 2013 – Sep 2013Firstmerit Advisors, Inc.Previously
- Dec 2011 – Oct 2012PNC Wealth Management LLCPreviously
- Nov 2009 – May 2010PNC Wealth Management LLCPreviously
- 2005 – 2009Natcity Investments, Inc.Previously
- Oct 2003 – Jan 2005Morgan Stanley DW Inc.Previously
Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Matthew
How do I contact Matthew?
Call Sequoia Financial Group at (330) 375-9480 and ask for Matthew Pullar. Matthew works from the Akron, OH office.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 2003, about 23 years. Top 20% by experience at Sequoia Financial Group.
What licenses does Matthew hold?
Series 66. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Matthew paid?
Sequoia Financial Group reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, a share of investment gains. Ask Matthew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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