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Stanley Donald Milovancev

CBIZ INVESTMENT ADVISORY SERVICES, LLC·CLEVELAND, Ohio
SIE, Series 7, Series 24, Series 63, Series 66Clean record21 years registeredCBIZ INVESTMENT ADVISORY SERVICES, LLC
5959 ROCKSIDE WOODS BLVD N, CLEVELAND, OH 44131CRD# 2708228Firm CRD# 286002

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stanley Donald Milovancev · CLEVELAND, OH
Registration
CRD #2708228 · CBIZ INVESTMENT ADVISORY SERVICES, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

PROSPERITY CAPITAL ADVISORS
Nov 2025 – present
CBIZ INVESTMENT ADVISORY SERVICES, LLC
Dec 2018 – Dec 2024
CLEVELAND, OH
SEQUOIA FINANCIAL ADVISORS, L.L.C.
Jan 2010 – Dec 2018
AKRON, OH
VALMARK ADVISERS, INC.
Dec 2006 – Nov 2011
AKRON, OH
CHARLES SCHWAB & CO., INC.
Mar 2005 – Feb 2006
RICHFIELD, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 66
Registration record
First registered · March 17, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CBIZ INVESTMENT ADVISORY SERVICES, LLC
CRD 286002 · SEC 801-108996
AUM
$8.9B
Regulatory assets under management
Employees
94
2,257 client accounts
Services offered by CBIZ INVESTMENT ADVISORY SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at CBIZ INVESTMENT ADVISORY SERVICES, LLC →
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05

Frequently Asked Questions

What services does Stanley Donald Milovancev offer?
Stanley Donald Milovancev specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Stanley Donald Milovancev's credentials?
Stanley Donald Milovancev is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stanley Donald Milovancev located?
Stanley Donald Milovancev is based in CLEVELAND, Ohio, working with CBIZ INVESTMENT ADVISORY SERVICES, LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Stanley Donald Milovancev charge for services?
Stanley Donald Milovancev's firm is compensated through percentage of aum, hourly charges, subscription fees, other: a percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CBIZ INVESTMENT ADVISORY SERVICES, LLC?
CBIZ INVESTMENT ADVISORY SERVICES, LLC has approximately 94 employees and manages $8.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CBIZ INVESTMENT ADVISORY SERVICES, LLC

Christopher Mark Brown
CLEVELAND, OH
Brian Edward Dean
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