Michael Paul Ziccardi

CBIZ Investment Advisory Services, LLC

21 Years of Experience

1 Disclosure

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

CBIZ Investment Advisory Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

78 advisors

Number of Clients

2,658 clients

Average Client Portfolio

$3.9M average

Assets Under Management

$10.5B

Fee Structure

Minimum Investment:$10K

Location

6801 Brecksville Rd, Independence, OH, 44131

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History

Regulatory History (1)

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Employment Separation After Allegations

November 2011

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Other Business Activities

Michael dedicates a portion of his time to providing non-investment related services for CBIZ Inc. and its affiliated entities.

Employment History

Current Registrations

CBIZ Investment Advisory Services, LLC

March 2018 - Present · 7 yrs 11 mos

CBIZ Retirement Plan Advisory Services

June 2016 - Present · 9 yrs 8 mos

Previous Registrations

Millennium Investment and Retirement Advisors, LLC

November 2013 - December 2016 · 3 yrs 1 mo

NFP Securities, INC.

August 2012 - July 2013 · 11 mos

CBIZ Financial Solutions, INC.

August 2000 - February 2009 · 8 yrs 6 mos

Gallery Asset Management

May 2000 - February 2005 · 4 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.