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Zachary Noah Gerber

Sequoia Financial Group, L.L.C.

Mayfield Heights, OH

Akron, OH

CRD 7389346

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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:

Current Employers
Sequoia Financial Group, L.L.C.

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-02-21
  • OH RA
    APPROVED
    Since 2023-02-21

Branch Locations

6095 Parkland Blvd, Suite 210, Mayfield Heights, OH 44124 • United States

3500 Embassy Parkway, Akron, OH 44333 • 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
Sequoia Financial Group Mayfield Heights OH 07/2022 01/2024
Nca Financial Planners Mayfield Heights OH 06/2021 07/2022
John Carroll University University Heights OH 08/2018 05/2021
Full Time Education Aurora OH 01/2012 05/2018
Sequoia Financial Group Mayfield Heights OH 01/2024 Present
  • 07/2022 → 01/2024
    Sequoia Financial Group
    Mayfield Heights, OH
  • 06/2021 → 07/2022
    Nca Financial Planners
    Mayfield Heights, OH
  • 08/2018 → 05/2021
    John Carroll University
    University Heights, OH
  • 01/2012 → 05/2018
    Full Time Education
    Aurora, OH
  • 01/2024 → Present
    Sequoia Financial Group
    Mayfield Heights, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-21
  • S65 Uniform Investment Adviser Law Examination
    2023-02-21
Designations
  • Certified Financial Planner
Other Names
  • Zachary Gerber

View on SEC IAPD

Nearby Firms

ANCORA PRIVATE WEALTH ADVISORS, LLC
ANCORA ALTERNATIVES LLC
ANCORA RETIREMENT PLAN ADVISORS, LLC

Nearby Investors

KAREY LYNN EDWARDS
CONNOR STEVEN FIFE
KEVIN HOWARD MYEROFF

Nearby Offices

SEQUOIA FINANCIAL GROUP, L.L.C. · Mayfield Heights, OH
ANCORA PRIVATE WEALTH ADVISORS, LLC · CLEVELAND, OH
ANCORA ALTERNATIVES LLC · CLEVELAND, OH

More in Mayfield Heights, OH

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