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 registered corporate broker-dealer that first registered with the SEC in 1983 and is held by an individual owner. The firm’s profile in the source dataset is sparse: it is recorded as "Unclassified" and the record indicates it does not serve as a capital allocator or an active ESG investor. The firm is not identified as a multi-state adviser, not newly formed, and is not listed as a pension consultant or a related adviser. The source information does not disclose the firm’s client segments, fee structure, detailed business activities, or advisory offerings. A separate activities and affiliations entry was left blank in the source.
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
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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