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Nancy Marie Mellard

DirectorCbiz Investment Advisory Services, LLCCRD 4335209

About Nancy Marie Mellard

Nancy Marie Mellard is listed as Director at Cbiz Investment Advisory Services, LLC in Cleveland, OH. Form ADV reports a beneficial ownership band of Under 5%. Nancy Marie Mellard is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Cbiz Investment Advisory Services, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Nancy Marie Mellard work?

Nancy Marie Mellard is listed as Director at Cbiz Investment Advisory Services, LLC on SEC Form ADV.

How much of Cbiz Investment Advisory Services, LLC does Nancy Marie Mellard own?

Form ADV reports a beneficial ownership band of Under 5%.

Cbiz Investment Advisory Services, LLC

TitleDirector
OwnershipUnder 5%
Control personYes
Since2024

Cbiz Financial Solutions, Inc.

TitleDirector
OwnershipUnder 5%
Control personYes
Since2024