AB
CFP
AB
CFP

Amanda Katherine Blankenship

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningEducation PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
207 advisors
Number of Clients
8,771 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$23.0B

Fee Structure

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Location

2000 Auburn Dr., 400, Beachwood, OH, 44122

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Amanda works as a Senior Director and Wealth Advisor at Sequoia Financial Group, LLC since 2016, focusing on wealth management and financial planning. This role is investment-related and takes nearly all of Amanda's time.

Employment History
Current Registrations
Sequoia Financial Group, L.L.C.
October 2017 - Present · 8 yrs 4 mos
State Registrations3 states
CAOHTX
Advisor
Exams
No exam information available for this advisor.