Unclaimed Profile

Michael Jonathan Moritz

SEQUOIA CAPITAL OPERATIONS, LLC·MENLO PARK, California

Clean recordSEQUOIA CAPITAL OPERATIONS, LLC

2800 SAND HILL RD., MENLO PARK, CA 94025-7055CRD# 6021394Firm CRD# 157373

Profile Verification

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

Identity

Michael Jonathan Moritz · MENLO PARK, CA

Registration

CRD #6021394 · SEQUOIA CAPITAL OPERATIONS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Michael Jonathan Moritz 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# 6021394

Firm CRD# 157373

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Jonathan Moritz offer?

Michael Jonathan Moritz specializes in Retirement Planning. Contact their office in MENLO PARK, California for a consultation.

What are Michael Jonathan Moritz's credentials?

Michael Jonathan Moritz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Jonathan Moritz located?

Michael Jonathan Moritz 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 Michael Jonathan Moritz charge for services?

Michael Jonathan Moritz'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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