Unclaimed Profile

Jeffrey Scott Carter

SEQUOIA CAPITAL OPERATIONS, LLC·MENLO PARK, California

Clean recordSEQUOIA CAPITAL OPERATIONS, LLC

3000 SAND HILL ROAD, MENLO PARK, CA 94025CRD# 4012321Firm CRD# 157373

Profile Verification

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

Identity

Jeffrey Scott Carter · MENLO PARK, CA

Registration

CRD #4012321 · SEQUOIA CAPITAL OPERATIONS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Scott Carter 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# 4012321

Firm CRD# 157373

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Scott Carter offer?

Jeffrey Scott Carter specializes in Retirement Planning. Contact their office in MENLO PARK, California for a consultation.

What are Jeffrey Scott Carter's credentials?

Jeffrey Scott Carter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Scott Carter located?

Jeffrey Scott Carter 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 Jeffrey Scott Carter charge for services?

Jeffrey Scott Carter'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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