Unclaimed Profile

Kevin Howard Myeroff

FINANCIAL PLANNERS OF CLEVELAND, INC.·MAYFIELD HEIGHTS, Ohio

SIE, Series 7, Series 24, Series 51, Series 53, Series 63, Series 66CFPClean record26 years registeredFINANCIAL PLANNERS OF CLEVELAND, INC.

6095 PARKLAND BLVD., SUITE 210, MAYFIELD HEIGHTS, OH 44124CRD# 1488440Firm CRD# 120086

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Howard Myeroff · MAYFIELD HEIGHTS, OH

Registration

CRD #1488440 · FINANCIAL PLANNERS OF CLEVELAND, INC. · 26 years registered

Brand Profile

Not yet started

Career History

SEQUOIA FINANCIAL GROUP, L.L.C.

Jan 2022 – present

NCA FINANCIAL PLANNERS

Dec 1999 – Nov 2022

MAYFIELD HEIGHTS, OH

ROYAL ALLIANCE ASSOCIATES, INC.

Aug 1999 – May 2007

MAYFIELD HTS, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 53

Series 63

Series 66

Registration record

First registered · August 19, 1999

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL PLANNERS OF CLEVELAND, INC.

CRD 120086 · SEC 801-67059

AUM

$759M

Regulatory assets under management

Employees

1,873 client accounts

Services offered by FINANCIAL PLANNERS OF CLEVELAND, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FINANCIAL PLANNERS OF CLEVELAND, INC. →

Introduction

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Frequently Asked Questions

What services does Kevin Howard Myeroff offer?

Kevin Howard Myeroff specializes in Financial Planning, Investment Management. Contact their office in MAYFIELD HEIGHTS, Ohio for a consultation.

What are Kevin Howard Myeroff's credentials?

Kevin Howard Myeroff holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kevin Howard Myeroff located?

Kevin Howard Myeroff is based in MAYFIELD HEIGHTS, Ohio, working with FINANCIAL PLANNERS OF CLEVELAND, INC.. Their office serves clients in the MAYFIELD HEIGHTS metropolitan area and surrounding communities.

How does Kevin Howard Myeroff charge for services?

Kevin Howard Myeroff's firm is compensated through percentage of aum, subscription fees, other: fee for monitoring third party managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL PLANNERS OF CLEVELAND, INC.?

FINANCIAL PLANNERS OF CLEVELAND, INC. has approximately 22 employees and manages $759M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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