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Stephanie Michelle Zhan

SEQUOIA CAPITAL OPERATIONS, LLC·MENLO PARK, California
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2800 SAND HILL RD., MENLO PARK, CA 94025-7055CRD# 7466860Firm CRD# 157373
01

About

Stephanie Michelle Zhan 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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SEQUOIA CAPITAL OPERATIONS, LLC
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
04

Background

Compensation
Percentage of AUM
Other: CARRIED INTEREST
Regulatory
SEC/IARD CRD# 7466860
Firm CRD# 157373
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephanie Michelle Zhan offer?
Stephanie Michelle Zhan specializes in Retirement Planning. Contact their office in MENLO PARK, California for a consultation.
What are Stephanie Michelle Zhan's credentials?
Stephanie Michelle Zhan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephanie Michelle Zhan located?
Stephanie Michelle Zhan 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 Stephanie Michelle Zhan charge for services?
Stephanie Michelle Zhan'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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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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