Best Investors Account Sign in
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 2018-05-29
  • PA RA
    APPROVED
    Since 2018-05-29

Branch Locations

115 W State Street Suite 300, Media, PA 19063 • United States

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • 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
Inr Advisory Services, Llc Media PA 01/2016 05/2018
Cbiz Investment Advisory Service Llc Cleveland OH 05/2018 Present
  • 01/2016 → 05/2018
    Inr Advisory Services, Llc
    Media, PA
  • 05/2018 → Present
    Cbiz Investment Advisory Service Llc
    Cleveland, OH
Previous Registrations
  • 2016-01-21 → 2019-04-01
    Inr Advisory Services, Llc
    Media, PA
  • 2013-09-17 → 2016-03-28
    Carroll Consultants Advisors, Ltd.
    Wayne, PA
Other Businesses

Rich Ritzer is a 50% Partner(owner) in Heem Property Group, LLC. Heem manages Residential Rental Units which will provide him additional compensation. The expected number of hours for Heem is 8-12 a months with 0-1 occurring during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-04-27
  • S63 Uniform Securities Agent State Law Examination
    2011-04-27
Designations
Other Names
  • Richard Ritzer
  • Richard Ritzer

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Media, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor