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Robert James Auster

Cbiz Financial Solutions, Inc.

Cleveland, OH

Phoenix, AZ

Cbiz Investment Advisory Services, LLC

Cleveland, OH

Phoenix, AZ

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Current Employers
Cbiz Financial Solutions, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-02-14
IN RA APPROVED 2018-12-04
CA RA APPROVED 2017-10-13
  • AZ RA
    APPROVED
    Since 2025-02-14
  • IN RA
    APPROVED
    Since 2018-12-04
  • CA RA
    APPROVED
    Since 2017-10-13

Branch Locations

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • UNITED STATES

4722 North 24Th Street Suite 300, Phoenix, AZ 85016 • United States

Cbiz Investment Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-02-14
IN RA APPROVED 2020-05-26
CA RA APPROVED 2018-11-29
  • AZ RA
    APPROVED
    Since 2025-02-14
  • IN RA
    APPROVED
    Since 2020-05-26
  • CA RA
    APPROVED
    Since 2018-11-29

Branch Locations

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

4722 North 24Th Street, Suite 300, Phoenix, AZ 85016 • 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
Cbiz Actuarial & Benefit Consultants Walnut Creek CA 03/1982 Present
Cbiz Financial Solutions, Inc. Cleveland OH 01/2005 Present
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 2017-10-12
S66 Uniform Combined State Law Examination 2000-05-11
  • S65 Uniform Investment Adviser Law Examination
    2017-10-12
  • S66 Uniform Combined State Law Examination
    2000-05-11

View on SEC IAPD

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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
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AMERIPRISE FINANCIAL SERVICES, LLC · Independence, OH
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