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. The firm is classified in the data set as an investment bank rather than a traditional registered investment adviser or capital allocator. The record identifies the owner type as a mix of a domestic entity and an individual. Sequence does not identify itself as an active ESG investor, a pension consultant, a related adviser, or a multi-state adviser in the supplied data.
Assets & Accounts
Investments & Alternatives
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 15
Irina 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
Charles Towne Securities, LLC
Broker-DealerDaniel Island, SC
LPL Enterprise, LLC
Broker-DealerFort Mill, SC
LPL Financial LLC
Broker-DealerFort Mill, SC
Dragonfly Capital Partners, LLC
Broker-DealerMount Pleasant, SC
Hollister Associates, LLC
Broker-DealerMount Pleasant, SC
Ballast Rock Capital LLC
Broker-DealerCharleston, SC