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Brittanie R. Mandich

Sequoia Financial Group, L.L.C.

Mayfield Heights, OH

Akron, OH

CRD 8235331

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Employer firm

Sequoia Financial Group, L.l.c. CRD 117756

$32.2B regulatory AUM 100 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Sequoia Financial Group, L.L.C.

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-03-18
  • OH RA
    APPROVED
    Since 2026-03-18

Branch Locations

5910 Landerbrook Dr., Suite 300, Mayfield Heights, OH 44124 • United States

3500 Embassy Parkway, Akron, OH 44333 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sequoia Financial Group, Llc Akron OH 10/2022 Present
Presper Financial Architects, Llc Akron OH 01/2021 10/2022
Demming Financial Services Corp. Aurora OH 08/2018 01/2021
Hudson Extrusions Inc. Hudson OH 12/2008 08/2018
  • 10/2022 → Present
    Akron, OH
  • 01/2021 → 10/2022
    Presper Financial Architects, Llc
    Akron, OH
  • 08/2018 → 01/2021
    Demming Financial Services Corp.
    Aurora, OH
  • 12/2008 → 08/2018
    Hudson Extrusions Inc.
    Hudson, OH
Other Businesses

TB Mandich Investments LLC, 1574 Ritchie Rd., Stow, OH 44224 - Brittanie is a co-owner since April of 2025 and the business is investment related. The company invests in and manages a real estate rental property. Brittanie devotes approximately one hour per month during non-business hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-10
  • S65 Uniform Investment Adviser Law Examination
    2025-12-10
Other Names
  • Brittanie R. Bordonaro

View on SEC IAPD

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