Matthew Lebo has been an investment adviser representative at Sequinox Wealth Management since June 2025, and is not listed among the firm’s executive officers or direct owners. Matthew Lebo holds a Bachelor's degree in Business Administration with a Finance concentration from the University of Richmond.
Sequinox Wealth Management, LLC is a Lancaster, PA firm with $160M under management, 761 clients and 3 advisers across 3 offices, as of its August 2026 filing.
Matt Lebo is Advisor of Sequinox. He has been in the financial services industry since 2008.
Matthew Lebo’s longest registration was 5 years at Mulholland Wealth Advisors, LLC (2020–2026). Before joining Sequinox Wealth Management in 2025, Matthew Lebo was registered through Mulholland Wealth Advisors, LLC and J. W. Cole Advisors, Inc.
- – present · 1 yearLancaster, PA · Adviser representative · Firm CRD 335246
- Mulholland Wealth Advisors, LLC– · 5 yearsLancaster, PA · Adviser representative · Firm CRD 282408
- J. W. Cole Advisors, Inc.– · 1 yearLancaster, PA · Adviser representative · Firm CRD 112294
- Santander Securities– · 2 yearsLancaster, PA · Adviser representative · Firm CRD 41791
- LPL Financial LLC– · under a yearQuarryville, PA · Adviser representative · Firm CRD 6413
- Ing Financial Partners, Inc– · 1 yearPhiladelphia, PA · Adviser representative · Firm CRD 2882
Professional designations
Listed by Sequinox Wealth Management
- CFP®
Investment adviser representative registrations
Matthew Lebo is registered as an investment adviser representative in Pennsylvania, since June 2025.
- PennsylvaniaSince 4 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 3 February 2009 |
| Series 7 | General Securities Representative Examination | 5 November 2008 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew J Lebo
- CRD
- 5582354
- Firm
- Sequinox Wealth Management · CRD 335246
- Office
- 941 WHEATLAND AVE., SUITE 101, Lancaster, PA 17603
- Registration
- Investment adviser registration
- In the industry since
- January 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sequinox.com
Where does Matthew Lebo work?
Matthew Lebo is an investment adviser representative registered through Sequinox Wealth Management, LLC since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Lebo a financial advisor?
Yes. Matthew Lebo has a current investment-adviser registration in Pennsylvania, through Sequinox Wealth Management since June 2025.
How many years of experience does Matthew Lebo have?
Matthew Lebo has 11 years in the financial industry, since January 2015, across 6 adviser firms.
What exams has Matthew Lebo passed?
Matthew Lebo has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2008.
Where did Matthew Lebo work before Sequinox Wealth Management?
Before Sequinox Wealth Management, Matthew Lebo was registered through J. W. Cole Advisors, Inc., June 2019 to December 2020; Santander Securities, September 2012 to September 2014; LPL Financial LLC, September 2011 to September 2012; Ing Financial Partners, Inc, February 2009 to July 2010.
Where is Matthew Lebo based?
Matthew Lebo’s registered office is in Lancaster, PA.
Is Matthew Lebo registered with FINRA?
No. Matthew Lebo has no current broker registration.
Is Matthew Lebo a CFP?
Sequinox Wealth Management lists Matthew Lebo with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Matthew Lebo’s record?
Search CRD 5582354 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Lebo’s full registration record.
