Bartholomew Wells's Contact Details

Bartholomew Wells's Company Details

Sequoia Financial Group of New York and Vermont

, New York, United States • 7 Employees
Financial Services

We are a team of independently experienced and credentialed financial professionals with over 189 years of combined experience. We came together in 2011 to elevate the level of resources and services available to our clients. We strive to achieve the highest standard of care in developing financial plans, managing client's assets and providing ongoing communication, education, and service to our clients as they move through the stages of their financial lives. Our education and experience allow for a unique opportunity to address a wide range of evolving financial needs without sacrificing the quality of advice. Continuity and consistency are critical to successful financial planning.Our partnership, the development of the next generations advisors, and a well-trained support team who share core values and professional practices ensure continuity beyond any individual advisor's capacity.Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Sequoia Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. AGE-159429 (4/21) (exp 4/25)