Miles Fortas (CRD# 4348768) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 3 years of experience in the finance industry.
CRD# 6347040
Cetera Investment Advisers LLC
CRD# 4629095
Mml Investors Services, LLC
CRD# 6446314
Carnegie Investment Counsel
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cbiz | Cleveland, OH | Jul 2019 - Current | 4 |
| Gavion LLC | Memphis, TN | Sep 2013 - Jul 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2020 |
- OH
- TN
-
Total Assets Under Management8,859MILLIONS
-
Total Number of Accounts2,257ACCOUNTS
-
Average Account Value$3,925,320
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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