Stanley
Milovancev
Cbiz Investment Advisory Services, LLC
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About this Advisor
Stanley Milovancev is a financial advisor based in Independence, Ohio, working with Cbiz Investment Advisory Services, LLC. Stanley has previously held positions at Valmark Securities, Inc, Sequoia Financial Advisors, LLC, Sequoia Financial Group, LLC, and Cbiz Investment Advisory Services LLC. Stanley has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio. Currently, Stanley is part of Cbiz Investment Advisory Services, LLC, which operates out of Independence, Ohio. The firm has 20 offices and 94 employees. The firm manages assets totaling $8.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, 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. The fee structure at Cbiz Investment Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cbiz Investment Advisory Services, LLC Brokerage Details
$8,859,446,751
94
2,257
$3,925,320
Investment Advisory Services
- Financial planning 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
Cbiz Investment Advisory Services LLC
Sequoia Financial Advisors, LLC
Sequoia Financial Group, LLC
Valmark Securities, Inc
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.
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