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 a corporately organized broker-dealer/adviser entity that has been SEC-registered since 1983. FINTRX characterizes the firm as unclassified and notes it is owned by an individual. The firm is not identified as a capital allocator and is not active on ESG investing, according to the available records. It is also not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. FINTRX does not provide detail on the firm’s business lines, advisory services, or specific client segments, and the firm has not supplied information about activities and affiliations through that source.
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
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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