Unclaimed Profile

Anna Yurievna Swank

SEQUOIA CAPITAL OPERATIONS, LLC·MENLO PARK, California

Clean recordSEQUOIA CAPITAL OPERATIONS, LLC

2800 SAND HILL RD., MENLO PARK, CA 94025-7055CRD# 7525728Firm CRD# 157373

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Anna Yurievna Swank · MENLO PARK, CA

Registration

CRD #7525728 · SEQUOIA CAPITAL OPERATIONS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Anna Yurievna Swank is a registered financial advisor based in MENLO PARK, California, affiliated with SEQUOIA CAPITAL OPERATIONS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SEQUOIA CAPITAL OPERATIONS, LLC

AUM

$56.3B

Regulatory assets under management

Employees

202

Total firm employees

View all advisors at SEQUOIA CAPITAL OPERATIONS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Other: CARRIED INTEREST

Regulatory

SEC/IARD CRD# 7525728

Firm CRD# 157373

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Anna Yurievna Swank offer?

Anna Yurievna Swank specializes in Retirement Planning. Contact their office in MENLO PARK, California for a consultation.

What are Anna Yurievna Swank's credentials?

Anna Yurievna Swank is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anna Yurievna Swank located?

Anna Yurievna Swank is based in MENLO PARK, California, working with SEQUOIA CAPITAL OPERATIONS, LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.

How does Anna Yurievna Swank charge for services?

Anna Yurievna Swank's firm is compensated through percentage of aum, other: carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SEQUOIA CAPITAL OPERATIONS, LLC?

SEQUOIA CAPITAL OPERATIONS, LLC has approximately 202 employees and manages $56.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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