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 registered with the SEC since 1983. The firm is listed as owned by an individual and is designated as "unclassified" in the snapshot data. Several regulatory and operational flags are negative: it is not identified as a capital allocator, not active on ESG criteria, not a multi-state adviser, not newly formed, not a pension consultant, and is not marked as a related adviser. Public records supplied for this profile contain very little detail about the firm’s lines of business, advisory activities, or external affiliations. Those fields are blank in the source material, so there is no available information on the types of client services, fee models, or investment mandates the firm may pursue.
Assets & Accounts
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
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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