Sequoia Equities Securities Corporation
Firm details
- Headquarters
- Walnut Creek, California
- CRD number
- 13848
- Registered since
- July 27, 1983
- Website
- www.elevatetosequoia.com
Firm profile
FINTRXOverview
Sequoia Equities Securities Corporation is an individually owned corporate entity that has been SEC-registered since 1983. Public records list its regulatory classification as unclassified, and available metadata does not identify it as a multi-state adviser or a newly formed firm. The firm does not appear to operate as a capital allocator and is not flagged as an active ESG investor or a pension consultant. There are no disclosed details about its advisory or business activities, client types, fee model, or investment approach in the provided dataset.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Roger Coit
Registered RepresentativeCRD 50331
Diane Goodin
FinOpCRD 3117840

Lauryn Ackley
RepresentativeCRD 5267330
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Walnut Creek, CA
Contra Costa
Location
Walnut Creek, CA
Headquartered in Walnut Creek, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Contra Costa
- Address
- 1655 N Main St
- Time zone
- PT (UTC-8)
- Office locations
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