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Miles Slocum Fortas

Cbiz Investment Advisory Services, LLC

Memphis, TN

Cleveland, OH

CRD 4348768

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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:

Current Employers
Cbiz Investment Advisory Services, Llc

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2020-09-28
OH RA APPROVED 2020-09-23
  • TN RA
    APPROVED
    Since 2020-09-28
  • OH RA
    APPROVED
    Since 2020-09-23

Branch Locations

5100 Poplar 30Th Floor, Memphis, TN 38137 • United States

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cbiz Cleveland OH 07/2019 Present
Gavion Llc Memphis TN 09/2013 07/2019
  • 07/2019 → Present
    Cbiz
    Cleveland, OH
  • 09/2013 → 07/2019
    Gavion Llc
    Memphis, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-26
  • S65 Uniform Investment Adviser Law Examination
    2020-09-26

View on SEC IAPD

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