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 structured as a corporation under individual ownership. Public filings classify the firm as unclassified and provide limited detail about its advisory or brokerage activities. The record indicates the firm does not operate as a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state or newly formed adviser. It is not designated as a pension consultant or as having a related adviser relationship.
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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