Kalman David Muchnick

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

• 09/2000 → Present
  The Savitz Organization Now Cbiz
  Philadelphia, PA
• 04/2016 → 01/2022
  Cbiz Financial Solutions Inc
  Philadelphia, PA

Previous Registrations

• 2016-04-18 → 2021-12-31
  Cbiz Financial Solutions, Inc.
  Philadelphia, PA
  Cleveland, OH
• 2014-09-23 → 2016-10-06
  Global Retirement Partners Llc
  Philadelphia, PA
  San Rafael, CA
• 2012-08-23 → 2014-11-17
  Financial Telesis Inc
  Philadelphia, PA
  San Rafael, CA
  Philadelphia, PA
• 2002-10-11 → 2012-08-24
  Cetera Advisors Llc
  Philadelphia, PA
  Philadelphia, PA

Other Businesses

A portion of his 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
  1999-11-09
• S63 Uniform Securities Agent State Law Examination
  1998-02-02

Other Names

• Kalman Muchnick
• Kal Muchnick