Kevin Howard Myeroff

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

• 11/1989 → 01/2022
  Royal Alliance Associates, Inc.
  Cleveland, OH
• 12/1993 → Present
  Wykc Tv
  Cleveland, OH
• 01/1986 → 01/2022
  Financial Planners Of Cleveland, Inc. Dba Nca Financial Planners
  Mayfield Hts, OH
• 01/2022 → Present
  Sequoia Financial Group, Llc
  Mayfield Heights, OH

Previous Registrations

• 1999-12-07 → 2022-11-07
  Nca Financial Planners
  Mayfield Heights, OH
• 1999-08-19 → 2007-05-03
  Osaic Wealth, Inc.
  Mayfield Hts, OH

Other Businesses

1)LOCAL TV NEWS SPOT, NON-INVESTMT RELATED, CLEVE OH, NEWS ON-AIR TALENT 12/93-PRESENT, 5 HRS/MO-DURING NON-SEC TRADING HRS. 2) KEVIN MYEROFF; POSITION: Owner - On Air Personality NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/31/9999; ADDRESS: 9800 Breckenridge dr Chardon, oh 44024, Chardon OH 44024, United States; DESCRIPTION: Local FM Radio Show - on air periodically, discuss general financial planning topics. No specific investments are ever discussed 3)NON-PRACTICING CPA LICENSE. 4)INVESTMT ADVISOR REP OF INDEPENDENT RIA, FINANCIAL PLANNERS OF CLEVE, INC. DBA NCA FINANCIAL PLANNERS. INVESTMT RELATED. MAJORITY OWNER START 1986. 80% OF TIME DURING SECURITIES TRADING HRS. DUTIES ARE TO ADVISE CLIENTS ON INVESTMTS TO PURCHASE TO MEET THEIR GOALS. 5)INSURANCE AGENT OF NCA FINANCIAL PLANNERS (SAME INFO AS ABOVE) LESS THAN 5 HOURS/MONTHS SPENT DURING SECURITIES TRADING HOURS. 6) RONALD MCDONALD HOUSE BOARD MEMBER POSITION: board member NATURE: Non Profit Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: 10415 Euclid Ave, cleveland OH 44106, United States DESCRIPTION: Attend Board meetings

Exams

• S66 Uniform Combined State Law Examination
  2002-08-26
• S63 Uniform Securities Agent State Law Examination
  1987-04-01

Designations

• Certified Financial Planner