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Cbiz Investment Advisory Services, LLC CRD 286002
$12.8B regulatory AUM 768 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-21 |
| PA | RA | APPROVED | 2025-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mondrian Investment Partners (U.S.), Inc. | Radnor | PA | 06/2003 | 05/2025 |
| Foreside Fund Services, Llc | Radnor | PA | 10/2016 | 05/2025 |
| Cbiz Investment Advisory Services, Llc | Media | PA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-02-16 |
| S65 | Uniform Investment Adviser Law Examination | 2012-03-17 |
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