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Brittan Mawby Leiser

Oneseven

Chagrin Falls, OH

Beachwood, OH

CRD 6869870

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Employer firm

Oneseven CRD 283087

$7.72B regulatory AUM 12 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Oneseven

24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2020-03-25
  • OH RA
    APPROVED
    Since 2020-03-25

Branch Locations

36 South Franklin Street, Chagrin Falls, OH 44022 • United States

24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • 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
We Are One Seven, Llc Beachwood OH 07/2017 05/2019
General Mills Company Minneapolis MN 06/2014 06/2017
Stratos Wealth Advisors, Llc Beachwood OH 07/2019 03/2020
Mgo One Seven Llc Dba Mb Wealth Management Group Beachwood OH 03/2020 Present
Savviher Beachwood OH 11/2018 Present
  • 07/2017 → 05/2019
    We Are One Seven, Llc
    Beachwood, OH
  • 06/2014 → 06/2017
    General Mills Company
    Minneapolis, MN
  • 07/2019 → 03/2020
    Beachwood, OH
  • 03/2020 → Present
    Mgo One Seven Llc Dba Mb Wealth Management Group
    Beachwood, OH
  • 11/2018 → Present
    Savviher
    Beachwood, OH
Previous Registrations
Other Businesses

11/2018 Savviher- 3750 Park East Dr., Beachwood, OH; SEC/Founder; Financial Marketing Services for Women; investment related; managing day to day responsibilities marketing content creation; spends approximately 30% of professional time

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-16
  • S65 Uniform Investment Adviser Law Examination
    2017-11-16

View on SEC IAPD

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