PPrivate Fund Data Log in Join · $37/mo

Nancy Marie Mellard

DirectorCbiz Financial Solutions, Inc.CRD 4335209

About Nancy Marie Mellard

Nancy Marie Mellard is listed as Director at Cbiz Financial Solutions, Inc. 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 Financial Solutions, Inc.
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 Financial Solutions, Inc. on SEC Form ADV.

How much of Cbiz Financial Solutions, Inc. does Nancy Marie Mellard own?

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

Cbiz Financial Solutions, Inc.

TitleDirector
OwnershipUnder 5%
Control personYes
Since2024

Cbiz Investment Advisory Services, LLC

TitleDirector
OwnershipUnder 5%
Control personYes
Since2024