Inactive

Melissa Kadras Black

Cbiz Investment Advisory Services, LLC

CRD 7477992

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Employer firm

Cbiz Investment Advisory Services, LLC CRD 286002

$12.8B regulatory AUM 768 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Cbiz Investment Advisory Services, Llc

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2022-03-30

OH RA
APPROVED

Since 2022-03-30

Branch Locations

6801 Brecksville Rd Door N, Cleveland, OH 44131 • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Pnc	Cleveland	OH	01/2014	06/2020
Cbiz	Cleveland	OH	06/2020	Present

01/2014 → 06/2020

Pnc

Cleveland, OH
06/2020 → Present

Cbiz

Cleveland, OH

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-03-29

S65 Uniform Investment Adviser Law Examination

2022-03-29

Other Names

Melissa Gabrielle Kadras

View on SEC IAPD

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