At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, est...Read more
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Sales prospecting needs to be timely and appropriate for the person and organization you are contacting. Following the most recent company news, alerts, and updates about the leads you are currently working on is the simplest and most convenient way to stay on top of them. Here are Sequoia Financial Group latest news, alerts and updates.
RIA Roundup: Sequoia Financial Group to Acquire $930M M Capital Advisors
Sequoia is adding $930 million in assets, while Mercer, NewEdge Wealth and CoastalOne collectively brought in more than $1.13 billion. SageView, Linscomb & Williams and Pathstone all filled key roles.
20 Oct 2023
Sequoia Financial Group to expand with acquisition of Cleveland wealth manager
Sequoia Financial Group is expanding its reach in Ohio with the acquisition of a Cleveland wealth management firm. The $16 billion AUM Sequoia has agreed to buy the $387 million AUM Cirrus Wealth Management for an undisclosed sum with the transaction expected to close at the end of the month.
20 Jul 2023
Sequoia Financial agrees to acquire Cirrus Wealth Management in Cleveland
Sequoia Financial Group has agreed to acquire Cirrus Wealth Management in Cleveland for undisclosed terms. Founded by Joe Heider in 2015, Cirrus manages $387 million in assets and employs 12 professionals, Sequoia Financial said Wednesday.
19 Jul 2023
Sequoia Financial Group Promotes Executives Annie McCauley and Kevin Tichnell, Hires Joseph Glick as COO
AKRON, Ohio, June 22, 2023 /PRNewswire/ -- Sequoia Financial Group, LLC (Sequoia), a leading SEC-registered wealth manager with nearly $16 billion in assets under management, today announced several key leadership appointments. -- Annie McCauley, executive ...
22 Jun 2023
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The official website of Sequoia Financial Group is sequoia-financial.com You can find their contact number, email address, and headquarters by clicking here.
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