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Brittan Mawby Leiser

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
105 advisors
Number of Clients
5,456 clients
Average Client Portfolio
$889K average
Assets Under Management
$4.8B

Fee Structure

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Location

36 South Franklin Street, Chagrin Falls, OH, 44022

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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

Brittan is the founder of Savviher, a financial marketing service for women, since 2018. Brittan spends about a quarter of his time managing day-to-day responsibilities and creating marketing content.

Employment History
Current Registrations
Oneseven
March 2020 - Present · 5 yrs 11 mos
Previous Registrations
Stratos Wealth Advisors LLC
July 2019 - March 2020 · 8 mos
One Seven
November 2017 - May 2019 · 1 yr 6 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.