Stanley
Milovancev
Cbiz Investment Advisory Services, LLC
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About this Advisor
Stanley Milovancev is a financial advisor who works out of Independence, Ohio with 5 years of relevant experience. Milovancev is an advisor for Cbiz Investment Advisory Services, LLC. Over the course of their career, they have held roles at Valmark Securities, Inc, Sequoia Financial Advisors, LLC, Sequoia Financial Group, LLC and Cbiz Investment Advisory Services LLC. Milovancev holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and can advise clients in Ohio. Cbiz Investment Advisory Services, LLC is a firm that has its headquarters in Independence, OH. It has offices in 16 locations and a total of 91 employees. It manages $7 billion in assets among its 2,122 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves five charitable organizations. Of its 2,122 client accounts, just 14% belong to high-net-worth individuals who have at least $1 million in investable assets. The advisory firm offers a diverse assortment of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely vary depending on the type of financial services provided. However, fees billed by Cbiz Investment Advisory Services, LLC likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cbiz Investment Advisory Services, LLC Brokerage Details
$6,453,176,238
91
2,122
$3,041,082
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Stanley Milovancev Work History
Stanley has been registered as a financial advisor for 5 years.*
Cbiz Investment Advisory Services LLC
Sequoia Financial Advisors, LLC
Sequoia Financial Group, LLC
Valmark Securities, Inc
*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 Stanley Milovancev 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 Investment Advisory Services, LLC
Independence, OH
Fairborn, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Denver, CO
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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