SEQUENCE FINANCIAL SPECIALISTS LLC
Firm details
- Headquarters
- FLORENCE, South Carolina
- CRD number
- 132915
- Registered since
- July 11, 2005
Firm profile
FINTRXOverview
Sequence Financial Specialists LLC is organized as a limited liability company and has been SEC-registered since 2005. FINTRX classifies the firm as an investment bank; it is identified as a domestic entity with individual ownership. The snapshot indicates the firm is not positioned as a capital allocator, is not flagged as an active ESG investor, and is not labeled a pension consultant or related adviser. The firm has provided limited public detail about its advisory activities, fee structure, client mix, or specific investment preferences.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3MICHAEL SCHAPS
CFOCRD 1892138
Andrea Graham
Chief Operations OfficerCRD 6090670
STACEY LAVENDER
Chief Compliance OfficerCRD 4365033
Contacts
3 of 15IRINA ROSTOVA
FounderCRD 7272937
EMANUEL XENICK
Investment BankerCRD 2477847
ABTEEN VAZIRI
Registered RepresentativeCRD 6688819
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FLORENCE, SC
FLORENCE
Location
FLORENCE, SC
Headquartered in FLORENCE, SC, in the South of the United States.
- Region
- South
- County
- FLORENCE
- Address
- 181 E Evans St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
DRAGONFLY CAPITAL PARTNERS, LLC
Broker-DealerMOUNT PLEASANT, SC
LPL Financial LLC
Broker-DealerFORT MILL, SC
POLARIS PRIVATE PLACEMENTS, LLC
Broker-DealerMOUNT PLEASANT, SC
HOLLISTER ASSOCIATES, LLC
Broker-DealerMOUNT PLEASANT, SC
GLOBAL OAK CAPITAL MARKETS LLC
Broker-DealerCHARLESTON, SC
PARTNERCAP SECURITIES, LLC
Broker-DealerBLUFFTON, SC