Kevin
Myeroff
Sequoia Financial Group, L.L.C
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About this Advisor
Kevin Myeroff is a certified financial planner working out of Cleveland, Ohio who has 1 year of relevant experience. Myeroff currently works for Sequoia Financial Group, L.L.C. During their career, the advisor has held roles at Royal Alliance Associates, Inc, Wykc Tv and Financial Planners Of Cleveland, Inc Dba Nca Financial Planners. Myeroff holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to work in Ohio. Sequoia Financial Group, L.L.C is a registered investment firm that has its headquarters in Akron, OH. It has offices in 17 locations and a total of 212 employees. It controls $16 billion in total assets across its 19,755 client accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advisory services to six charitable organizations. Of its 19,755 customer accounts, 35% are associated with high-net-worth individuals who have at least $1 million in assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors are based on which services the firm provides the client. Fees billed by Sequoia Financial Group, L.L.C likely consist of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sequoia Financial Group, L.L.C Brokerage Details
$15,567,376,490
212
19,755
$788,022
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kevin Myeroff Work History
Kevin has been registered as a financial advisor for 1 years.*
Wykc Tv
Royal Alliance Associates, Inc
Financial Planners Of Cleveland, Inc Dba Nca Financial Planners
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Myeroff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sequoia Financial Group, L.L.C
Akron, OH
Akron, OH
Troy, MI
Akron, OH
Akron, OH
Akron, OH
Beachwood, OH
Akron, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
