Brandon Allen Deckert

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 12/2019
  The Vanguard Group, Inc.
  Malvern, PA
• 12/2019 → 04/2021
  Fidelity Brokerage Services, Llc
  Beavercreek, OH
• 04/2024 → 09/2024
  Facet
  Baltimore, MD
• 05/2021 → 06/2022
  Fidelity Brokerage Services, Llc
  Columbus, OH
• 07/2022 → 04/2024
  Fidelity Brokerage Services, Llc
  Columbus, OH
• 11/2024 → Present
  Sequoia Financial Group, Llc
  Akron, OH

Previous Registrations

• 2024-04-01 → 2024-09-20
  Facet
  Powell, OH
  West Palm Beach, FL
• 2019-12-18 → 2024-04-02
  Fidelity Personal And Workplace Advisors
  Beavercreek, OH
• 2017-03-01 → 2019-12-20
  Vanguard Advisers, Inc.
  Malvern, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-09-25

Designations

• Certified Financial Planner