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Zachary Noah Gerber

Sequoia Financial Group, L.L.C.

Mayfield Heights, OH

Akron, OH

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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
Other Names
  • Zachary Gerber

View on SEC IAPD

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ST. CLAIR ADVISORS, LLC
WELLSPRING FAMILY OFFICE
CORNERSTONE FAMILY OFFICE, LLC

Other Investors

KAREY LYNN EDWARDS
CONNOR STEVEN FIFE
KEVIN HOWARD MYEROFF
MICHAEL MARTIN WASYLYSHYN
MELANIE R. ROSS
PHILLIP BENJAMIN FRIEDMAN
RYAN M KOLER
JENNIFER KATHRYN COLLINS

Other Offices

SEQUOIA FINANCIAL GROUP, L.L.C. · Mayfield Heights, OH
ANCORA PRIVATE WEALTH ADVISORS, LLC · CLEVELAND, OH
ANCORA ALTERNATIVES LLC · CLEVELAND, OH
ANCORA RETIREMENT PLAN ADVISORS, LLC · CLEVELAND, OH
ANCORA ADVISORS LLC · MAYFIELD HEIGHTS, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Mayfield Heights, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Mayfield Heights, OH
ST. CLAIR ADVISORS, LLC · MAYFIELD HEIGHTS, OH

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