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 organized as a corporation and has been SEC-registered since 1983. The firm is owned by an individual and is classified in the source data as "unclassified." The firm does not identify itself as a capital allocator, does not market itself as an ESG investor, and is not listed as a multi-state or newly formed adviser. The record also indicates it is not a pension consultant and is not designated as a related adviser. The firm has not provided detail about its advisory or other business activities in the available data.
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 3DIANE GOODIN
FinOpCRD 3117840
ROGER COIT
Registered RepresentativeCRD 50331
LAURYN ACKLEY
PartnerCRD 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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