One Seven

One Seven (CRD# 283087) is a financial advisory firm headquartered in Beachwood, OH. They manage $431,749,000 in 1,286 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    432
    MILLION
  • Total Number of Accounts
    1,286
    ACCOUNTS
  • Average Account Value
    $335,730
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH, UT

Financial Advisors at One Seven
Showing 1 - 8 of 8 top financial advisors.
1
Matthew T. Brigeman
CRD#: 6367677
24400 Chagrin Blvd., Suite 200, Beachwood, OH 44122
93
Wealthminder
score

Matthew Brigeman (CRD# 6367677) is an Investment Advisor Representative working at One Seven in Beachwood, OH and has over 4 years of experience in the finance industry. Matthew Brigeman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Richard A. Gluck
CRD#: 1365774
24400 Chagrin Blvd., Suite 200, Beachwood, OH 44122
93
Wealthminder
score

Richard Gluck (CRD# 1365774) is an Investment Advisor Representative working at One Seven in Beachwood, OH and has over 32 years of experience in the finance industry.

3
Amanda R. Hall
CRD#: 3018772
24400 Chagrin Blvd., Suite 200, Beachwood, OH 44122
93
Wealthminder
score

Amanda Hall (CRD# 3018772) is an Investment Advisor Representative working at One Seven in Beachwood, OH and has over 19 years of experience in the finance industry.

4
Todd M. Resnick
CRD#: 5286367
24400 Chagrin Blvd., Suite 200, Beachwood, OH 44122
93
Wealthminder
score

Todd Resnick (CRD# 5286367) is an Investment Advisor Representative working at One Seven in Beachwood, OH and has over 11 years of experience in the finance industry.

5
Brittan M. Leiser
CRD#: 6869870
24400 Chagrin Blvd., Suite 200, Beachwood, OH 44122
87
Wealthminder
score

Brittan Leiser (CRD# 6869870) is an Investment Advisor Representative working at One Seven in Beachwood, OH and has 1 year of experience in the finance industry.

6
Stuart A. Gertman
CRD#: 1667496
24400 Chagrin Blvd., Suite 200, Beachwood, OH 44122
83
Wealthminder
score

Stuart Gertman (CRD# 1667496) is an Investment Advisor Representative working at One Seven in Beachwood, OH and has over 30 years of experience in the finance industry.

7
Bruce B. Greenwald
CRD#: 1413095
8976 Promontory Ranch Rd., Park City, UT 84098
83
Wealthminder
score

Bruce Greenwald (CRD# 1413095) is an Investment Advisor Representative working at One Seven in Park City, UT and has over 18 years of experience in the finance industry.

8
Michael P. Mawby
CRD#: 2491450
24400 Chagrin Blvd., Suite 200, Beachwood, OH 44122
71
Wealthminder
score

Michael Mawby (CRD# 2491450) is an Investment Advisor Representative working at One Seven in Beachwood, OH and has over 18 years of experience in the finance industry.

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