Brittany Nicole O'COnnor

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

• 06/2016 → 12/2025
  Charles Schwab & Co., Inc.
  Seminole, FL
• 05/2022 → 12/2025
  Charles Schwab Bank, Ssb
  Seminole, FL
• 01/2026 → Present
  Sequoia Financial Group
  Akron, OH

Previous Registrations

• 2016-07-19 → 2025-12-23
  Charles Schwab & Co., Inc.
  Indianapolis, IN
  Carmel, IN
  Temple Terrace, FL
  Seminole, FL
  Westlake, TX
  Austin, TX
• 2016-03-02 → 2016-05-26
  Msi Financial Services, Inc.
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2016-02-05

Other Names

• Brittany Nicole Oconnor
• Brittany O'cOnnor
• Brittany Nicole Oconner