Michael
Ziccardi
Cbiz Financial Solutions, Inc
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About this Advisor
Michael Ziccardi is a financial advisor who works in Independence, Ohio who has 7 years of relevant experience. Ziccardi is on the advisory team at Cbiz Financial Solutions, Inc. Over the course of their career, Ziccardi has held roles at Nfp Securities, Inc, Rekon Intelligence, Millennium Investment And Retirement Advisors, LLC and Cbiz Financial Solutions Inc. Ziccardi holds a Series 65 license, which qualifies them as an investment advisor representative, and can serve investors in Ohio. Cbiz Financial Solutions, Inc is a registered investment business that has its headquarters in Independence, OH. The investment advisory business has offices in seven locations and a total of 27 advisors. It handles $58 million in assets under management between its 42 customer accounts, placing it among the smaller investment advisory firms in the country by assets under management. Cbiz Financial Solutions, Inc performs a number of services, such as portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules usually vary depending on which services the firm provides the client. However, fee types billed by Cbiz Financial Solutions, Inc can be comprised of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cbiz Financial Solutions, Inc Brokerage Details
$57,856,282
27
42
$1,377,531
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Michael Ziccardi Work History
Michael has been registered as a financial advisor for 7 years.*
Cbiz Financial Solutions Inc
Millennium Investment And Retirement Advisors, LLC
Nfp Securities, Inc
Rekon Intelligence
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Ziccardi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cbiz Retirement Plan Advisory Services
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Cumberland, MD
Kansas City, MO
Independence, OH
Saint Louis, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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