Ronald James Moss

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:

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

Current Employers

Employment History

• 04/2017 → 09/2018
  Charles Schwab & Co., Inc.
  Richfield, OH
• 07/2016 → 03/2017
  Uber Technologies Inc
  Cincinnati, OH
• 08/2013 → 12/2016
  Northern Kentucky University
  Highland Heights, KY
• 09/2018 → 10/2020
  Lpl Financial Llc
  Cleveland, OH
• 09/2018 → 10/2020
  Global Retirement Partners, Llc
  Cleveland, OH
• 11/2020 → 03/2022
  Buttonwood Corp Finance
  Cleveland, OH
• 03/2022 → 11/2025
  Huntington Private Bank
  Columbus, OH
• 12/2025 → Present
  Sequoia Financial Group
  Akron, OH

Previous Registrations

• 2018-10-01 → 2020-10-15
  Global Retirement Partners Llc
  Cleveland, OH
  San Rafael, CA
• 2017-12-04 → 2018-08-30
  Charles Schwab & Co., Inc.
  Richfield, OH

Exams

• S66 Uniform Combined State Law Examination
  2017-12-04

Designations

• Chartered Financial Analyst