Patricia Marie Cage

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

• 04/1992 → Present
  Cbiz Benefits & Insurance Services (Formerly Benicor Associates)
  Calverton, MD
• 01/2004 → Present
  Cbiz Financial Solutions, Inc.
  Calverton, MD

Previous Registrations

• 2010-03-16 → 2023-12-31
  Cbiz Financial Solutions, Inc.
  Cleveland, OH
  Columbia, MD
  Columbia, MD

Other Businesses

A portion of her time is dedicated to a role providing non-investment related services for the parent company, CBIZ Inc. and its affiliated entities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-03-15
• S63 Uniform Securities Agent State Law Examination
  1998-04-20

Other Names

• Patricia M Oleary