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Michael Paul Ziccardi

Cbiz Investment Advisory Services, LLC

Cleveland, OH

Cbiz Financial Solutions, Inc.

Independence, OH

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Current Employers
Cbiz Investment Advisory Services, Llc

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2018-03-09
  • OH RA
    APPROVED
    Since 2018-03-09

Branch Locations

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States

Cbiz Financial Solutions, Inc.

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2016-06-29
  • OH RA
    APPROVED
    Since 2016-06-29

Branch Locations

6801 Brecksville Rd, Independence, OH 44131 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Cbiz Financial Solutions Inc Cleveland OH 06/2016 Present
Previous Registrations
Other Businesses

A portion of his time is dedicated to a role providing non-investment related services for the parent company, CBIZ Inc. and its affiliated entities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-05-21
  • S65 Uniform Investment Adviser Law Examination
    2008-05-21

View on SEC IAPD

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