John Raymond Smyth

Employer firm

Cbiz Investment Advisory Services, LLC CRD 286002

$12.8B regulatory AUM 768 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1975 → Present
  Riggleman,Smyth & Assoc.,P.A.
  Cumberland, MD
• 11/2001 → Present
  Cbiz Financial Solutions, Inc.
  Cumberland, MD

Other Businesses

SMYTH & PYLES, LLC; 50 BALTIMORE ST, 4TH FLOOR, CUMBERLAND MD 21502; ACCOUNTING ATTEST SERVICES; PARTNER; 10 HOURS DURING TRADING; PROVIDE ATTEST SERVICES. ROUTE 68 REALTY, LLC; 12901 ALLEGHANY RD CUMBERLAND MD 21502; REAL ESTATE; PARTNER; 0 HOURS DURING TRADING; LIMITED PARTNER. REAL ESTATE; SOLE PROPRIETOR; 0 HOURS DURING TRADING; COLLECT RENT. RESTAURANT VENTURES, LLC; NON-INVESTMENT RELATED; 12901 ALLEGHANY RD CUMBERLAND MD 21502; FOOD & BEV RETAIL; DIRECTOR/OWNER; 0 HOURS DURING TRADING; DIRECTOR. A MAJORITY OF TIME IS DEDICATED TO PROVIDING INVESTMENT RELATED SERVICES FOR CBIZ IAS, AN AFFILIATE OF THE BROKER-DEALER. A PORTION OF TIME IS DEDICATED TO A ROLE PROVIDING NON-INVESTMENT RELATED SERVICES FOR THE PARENT COMPANY OF THE BROKER-DEALER OR ONE OR MORE OF ITS AFFILIATED COMPANIES.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-08-16

Designations

• Certified Financial Planner
• Personal Financial Specialist

Other Names

• John Raymond Jr Smyth