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Patrick Michael Carroll

Cbiz Investment Advisory Services, LLC

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About Patrick Michael Carroll

Patrick Michael Carroll is an Investment Advisor Representative at Cbiz Investment Advisory Services, LLC. Patrick has been in the financial industry since 2008. He is licensed to provide advisory services in Ohio and Virginia. Patrick is also a line cook at J&J of Roanoke, Inc. Patrick is a Series 65 and SIE licensed professional. Patrick is a specialist in investment services for individual and corporate clients, as well as for charitable organizations and pension and profit-sharing plans. Patrick also provides financial planning services, performance reporting, fiduciary services, and administrative support services.

Firm Information

Patrick Carroll is currently registered with Cbiz Investment Advisory Services, LLC. Cbiz Investment Advisory Services, LLC is an investment advisor based in Cleveland, OH with over 80 employees. The firm manages approximately $8.86 billion in assets for a variety of clients, including individuals, corporations, institutions, and government entities. They offer a range of services, including financial planning, pension consulting, portfolio management, and fiduciary services.
Cbiz Investment Advisory Services, LLC

5959 ROCKSIDE WOODS BLVD N

CLEVELAND, OH 44131

$8.86B

Assets Under Management

867

Total Clients

61

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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performance reporting, fiduciary services and admnistrative support services

Performance reporting, fiduciary services and admnistrative support services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of assets under advisement

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Patrick Carroll’s Registration & Firm History

VA

07/22/2021 - Present

Cbiz Investment Advisory Services, LLC (Roanoke VA)

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Licenses & Designations

IA

Issued 03/02/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/19/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Michael Carroll.
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