Sequoia Equities Securities Corporation

Broker-DealerFINRA MemberEst. 1983
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Walnut Creek, California
CRD number
13848
Registered since
July 27, 1983

Firm profile

FINTRX

Overview

Sequoia Equities Securities Corporation is registered with the SEC and has been on record since 1983. The firm is organized as a corporation with an individual owner and is classified in the dataset as "Unclassified." Available records do not describe its advisory or business activities, fee schedules, or client segmentation. The firm is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Diane Goodin

    FinOpCRD 3117840

  • Roger Coit

    Registered RepresentativeCRD 50331

  • Lauryn Ackley

    Lauryn Ackley

    RepresentativeCRD 5267330

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth