Brandon B Mcbride

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 → 07/2023
  Athletics Canada
  Windsor
• 07/2023 → 06/2024
  Sequoia Financial Group, Llc
  Akron, OH
• 01/2023 → 05/2023
  Deloitte
  Toronto
• 10/2022 → 11/2023
  Streamline Athletes
  Vancouver
• 06/2024 → Present
  Sequoia Financial Group, Llc
  Akron, OH

Other Businesses

McBride Youth United Association, 3735 King St., Windsor, ON N9C1P7. McBride Youth United Association is a non-profit organization that provides resources and programming to at risk youth. Brandon is the president, however he does not take any income from the non-profit organization and it is not investment related. The organization was established in 2020. Brandon spends approximately fifteen hours monthly on this activity outside of normal business hours. RBC Bank - Contracted for public speaking to employees and at special events since September of 2023. This position is not investment related. Brandon spends approximately two hours a month on this activity outside of business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-15