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 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