Mordechai Khaimov

Employer firm

Seia CRD 108163

$22.5B regulatory AUM 114 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2022 → 06/2024
  Cadaret Grant & Co., Inc.
  Cleveland, OH
• 01/2021 → 01/2022
  Eaton Corp
  Beachwood, OH
• 07/2019 → 01/2021
  Boo Usa Llp
  Solon, OH
• 10/2017 → 07/2019
  Boo Usa Llp
  Solon, OH
• 03/2017 → 10/2017
  Unemployed
  Solon, OH
• 06/2014 → 03/2017
  Yeshiva University
  New York, NY
• 02/2022 → 06/2024
  Cedar Brook Group
  Cleveland, OH
• 06/2024 → Present
  Ses Llc
  Cleveland, OH
• 06/2024 → Present
  Seia Llc
  Cleveland, OH

Previous Registrations

• 2022-12-22 → 2024-07-01
  Cedar Brook Group
  Cleveland, OH
• 2022-11-08 → 2024-06-17
  Cadaret, Grant & Co., Inc.
  Syracuse, NY
  Syracuse, NY
  Cleveland, OH
  Syracuse, NY

Other Businesses

1) Licensed CPA, 2179 Campus Road, Beechwood, OH, since 5/2018, time n/a, not investment related. 2) Mordechai Khaimov is a Guest Lecturer at Fuchs Mizrachi School; Is the business investment related: Yes; Location of the business: 26600 Shaker Blvd Beachwood oh 44122 united states; Description of the business: Run a financial literacy elective for the students at the local high school; Start date with business: 2022-08-23; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 1%. 3) Jewish Federation of Cleveland, Board member, Not investment related, ADDRESS: 25701 Science Park Dr., Beachwood, OH 44122, NATURE: Help with creating events for 22-43 year old age group, help with fundraising efforts, START DATE: Spring 2024, NUMBER OF HOURS: 4 hrs per month, 0 hrs during securities trading, DESCRIPTION: Every year they hold a annual campaign to raise funds for the Jewish community. They provide pre-filled lists to each member to call. 4) Anshei Lubavitch of Cleveland, Board Member/Bookkeeper, Not investment related, ADDRESS: 2203 S. Green Rd., University Heights, OH 44121, nature: Local synagogue, START DATE: 10/01/2023, NUMBER OF HOURS: 5 hrs/month, 0 hrs/month during securities trading, DESCRIPTION: Charity/Non-profit 5) Owner; First Generation Millennial, LLC; Is the business investment related: No; Location of the business: 2179 Campus Rd Beachwood OH 44122 United States; Description of the business: Business and career coaching individuals and business owners; Start date with business: 2024-04-28; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 1% 6) SEIA LLC POSITION: Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 06/17/2024 ADDRESS: 5885 Landerbrook Dr., Suite 200, Cleveland OH 44124, United States DESCRIPTION: RIA sales & service

Exams

• S66 Uniform Combined State Law Examination
  2022-11-07