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Kalman David Muchnick

Cbiz Investment Advisory Services, LLC

Cleveland, OH

Philadelphia, PA

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Current Employers
Cbiz Investment Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-08-29
TX RA APPROVED 2019-08-29
  • PA RA
    APPROVED
    Since 2019-08-29
  • TX RA
    APPROVED
    Since 2019-08-29

Branch Locations

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

1845 Walnut St Fl 10, Philadelphia, PA 19103 • 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
The Savitz Organization Now Cbiz Philadelphia PA 09/2000 Present
Cbiz Financial Solutions Inc Philadelphia PA 04/2016 01/2022
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-09
S63 Uniform Securities Agent State Law Examination 1998-02-02
  • 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

View on SEC IAPD

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Other Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
EAGLE STRATEGIES LLC · Independence, OH
W&S BROKERAGE SERVICES, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Independence, OH
FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH

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