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RIA / WealthAdvisor26 years in industry

MICHAEL PAUL ZICCARDI

Advisor at CBIZ RETIREMENT PLAN ADVISORY SERVICES

Independence, OH | CLEVELAND, OH

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Search this name across graphsid dfx:ria:38cd8be6-e2f2-a962-517b-732f1ee978c3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: May 1, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CBIZ RETIREMENT PLAN ADVISORY SERVICES
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 1
Exams: S65
First exam: May 21, 2008
First registration: May 1, 2000
Dual registered: no
IAPD individual key: 4060898

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CBIZ INVESTMENT ADVISORY SERVICES, LLC	Institutional manager	Mar 9, 2018	n/a	yes	CLEVELAND, OH	Current employment
CBIZ RETIREMENT PLAN ADVISORY SERVICES	Institutional manager	Jun 29, 2016	n/a	yes	Independence, OH	Current employment
MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC	Institutional manager	Nov 1, 2013	Dec 31, 2016	no	WINSTON SALEM, NC	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Aug 17, 2012	Jul 5, 2013	no	CLEVELAND, OH\|CLEVELAND, OH\|AUSTIN, TX	Previous registration
CBIZ RETIREMENT PLAN ADVISORY SERVICES	Institutional manager	Aug 29, 2000	Feb 5, 2009	no	INDEPENDENCE, OH\|CLEVELAND, OH\|CLEVELAND, OH	Previous registration
GALLERY ASSET MANAGEMENT, INC.	n/a	May 1, 2000	Feb 4, 2005	no	CLEVELAND, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC	CBIZ RETIREMENT PLAN ADVISORY SERVICES	Dec 31, 2016	Jun 29, 2016	-185	Firm change after gap	Other
NFP ADVISOR SERVICES, LLC	MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC	Jul 5, 2013	Nov 1, 2013	119	Firm change	Other
CBIZ RETIREMENT PLAN ADVISORY SERVICES	NFP ADVISOR SERVICES, LLC	Feb 5, 2009	Aug 17, 2012	1,289	Firm change after gap	Other
GALLERY ASSET MANAGEMENT, INC.	CBIZ RETIREMENT PLAN ADVISORY SERVICES	Feb 4, 2005	Aug 29, 2000	-1,620	Firm change after gap	Other

Relationships

Registered with (5)

→ CBIZ INVESTMENT ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Mar 9, 2018 to presentfactForm ADV
→ CBIZ RETIREMENT PLAN ADVISORY SERVICESRegistered adviserregistration: previous registration
Aug 29, 2000 to Feb 5, 2009factForm ADV
→ MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 1, 2013 to Dec 31, 2016factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Aug 17, 2012 to Jul 5, 2013factForm ADV
→ GALLERY ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
May 1, 2000 to Feb 4, 2005factForm ADV

Dated events

No dated event names this entity yet.