![Stanley Milovancev, financial advisor Cleveland OH](/img/ws/profile-blank-sq.png)
Stanley Milovancev (CRD# 2708228) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 25 years of experience in the finance industry.
![David Abate, financial advisor Cleveland OH](/img/ws/profile-blank-sq.png)
CRD# 5069849
Strategic Wealth Partners, Ltd.
![Michael Abfall, financial advisor Cleveland OH](/img/ws/profile-blank-sq.png)
CRD# 2820363
Edward Jones
![Stuart Abrams, financial advisor Cleveland OH](/img/ws/profile-blank-sq.png)
CRD# 1949220
Tyler-stone Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cbiz Investment Advisory Services LLC | Cleveland, OH | Dec 2018 - Current | 5 |
Sequoia Financial Advisors, LLC | Akron, OH | Jan 2010 - Dec 2018 | 8 |
Sequoia Financial Group, LLC | Akron, OH | Jan 2010 - Dec 2018 | 8 |
Valmark Securities, Inc. | Akron, OH | May 2006 - Dec 2018 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1998 |
S66 | NASAA Uniform Combined State Law Examination | Dec 2009 |
- OH
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Total Assets Under Management8,859MILLIONS
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Total Number of Accounts2,257ACCOUNTS
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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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