Scott Alan Arnwine

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

• 09/2013 → Present
  Gavion, Llc
  Memphis, TN
• 07/2019 → Present
  Cbiz Investment Advisory Services Llc
  Cleveland, OH

Previous Registrations

• 2013-09-16 → 2019-12-11
  Gavion, Llc
  Memphis, TN
• 2004-06-01 → 2013-09-09
  Consulting Services Group, Llc
  Memphis, TN
• 2004-01-22 → 2004-03-08
  Morgan Stanley Dw Inc.
  Memphis, TN

Exams

• S66 Uniform Combined State Law Examination
  2002-07-31

Other Names

• Scott Arnwine