Director · Cbiz Investment Advisory Services, LLC
Nancy Marie Mellard
CRD 4335209 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Cbiz Investment Advisory Services, LLC, an SEC-registered asset manager based in Cleveland, OH with $12.8 billion in regulatory assets, lists Nancy Marie Mellard on its Form ADV as Director, a control person. The SEC filings also name Nancy at 1 other registered adviser.
Firms and roles
- Cbiz Investment Advisory Services, LLCDirectorAsset manager · Cleveland, OH · $13B in regulatory assets
- Cbiz Retirement Plan Advisory ServicesDirectorBroker-dealer firm · Cleveland, OH · $9M in regulatory assets
AtlasMembers
Nancy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Christopher Mark BrownChief Compliance Officer, Cbiz Investment Advisory Services, LLC
- James A. KingPresident, Cbiz Investment Advisory Services, LLC
- Edward Howard BridgesPrincipal Financial and Operations Officer, Cbiz Retirement Plan Advisory Services
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nancy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.