Sequoia Financial to acquire Carlson Capital Management, adding $3.8bn in client assets
Sequoia Financial Group, LLC is set to acquire Carlson Capital Management, LLC in a landmark deal that will add $3.8 billion in client assets and ... Read More
Sequoia Financial to sell 80% stake in Morrison Securities to New Quantum
Sequoia Financial Group has announced the signing of a share purchase agreement with New Quantum Holdings for the sale of 80% of Morrison Securities, an ... Read More
Sequoia Financial to acquire financial advisory firm Zeke Capital Advisors
Sequoia Financial Group announced it signed an agreement to acquire Zeke Capital Advisors, a financial advisory firm located in Pennsylvania for an undisclosed price. The ... Read More