Sequoia Financial Group

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

5 Maxwell Dr Ste 100, Clifton Park, New ...

Phone Number

(518) 373-7319

Revenue

$6.2 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Sequoia Financial Group

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about EquiRead more
Sequoia Financial Group's Social MediaPopular SearchesSequoia Financial GroupSequoia Financial Group of New York and VermontSequoia Holdings LLCSIC Code 62,621NAICS Code 52,523Show more

Sequoia Financial Group Org Chart

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NL
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Manager, Client Services

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Client Management Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sequoia Financial Group

$6.2M
11-50
Private
-
2015
NL
Nichole LaForceManager, Client Services
$14.6M
11-50
Private
-
2015
Dallas George, President & Managing Partner at Waypoint Financial Partners
Dallas GeorgePresident & Managing Partner
$5.6M
11-50
Private
<$5M
2015
David Means, Managing Director & Founder at DeNovo Advisory Group
David MeansManaging Director & Founder
<$5M
11-50
Private
-
2006
SR
Sarina RyczekVice President, Client Success & Chief Human Resources Officer
<$5M
1-10
Private
-
-
AK
Adam KohnManaging Director
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
SP
Sandra PearsonVice President, Marketing
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Sequoia Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sequoia Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sequoia Financial Group.

Sequoia Financial Group Tech Stack

A closer look at the technologies used by Sequoia Financial Group

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Frequently Asked Questions Regarding Sequoia Financial Group

What is Sequoia Financial Group's official website?
Sequoia Financial Group's official website is www.sequoiafg.com
What is Sequoia Financial Group's Revenue?
Sequoia Financial Group's revenue is $6.2 Million
What is Sequoia Financial Group's SIC code?
Sequoia Financial Group's SIC: 62,621
What is Sequoia Financial Group's NAICS code?
Sequoia Financial Group's NAICS: 52,523
How many employees does Sequoia Financial Group have?
Sequoia Financial Group has 11-50 employees
What industry does Sequoia Financial Group belong to?
Sequoia Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Sequoia Financial Group competition?
Sequoia Financial Group top competitors include: Nelson Financial Services, Waypoint Financial Partners, Watermark Capital Management, DeNovo Advisory Group
What technology does Sequoia Financial Group use?
Some of the popular technologies that Sequoia Financial Group uses are: DocuSign, Cloudflare Website Optimization, Microsoft 365, Google Tag Manager
How do I contact Sequoia Financial Group?
Sequoia Financial Group contact info: Phone number: (518) 373-7319 Website: www.sequoiafg.com
What does Sequoia Financial Group do?

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business... in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit equitable.com to review the firms Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Sequoia Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. PPG-148198 (Rev. 6/20) (Exp. 10/2023)Read More

What are Sequoia Financial Group social media links?
Sequoia Financial Group Linkedin page Sequoia Financial Group Facebook page
Is Sequoia Financial Group a public company?
Sequoia Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Sequoia Financial Group

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