Browsing Tag
Sequoia Financial Group
3 posts
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…
January 29, 2025
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…
June 5, 2023
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…
February 19, 2023