Richard Christian Ritzer

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:

Current Employers

Cbiz Investment Advisory Services, Llc

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
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

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2011-04-27

S63 Uniform Securities Agent State Law Examination

2011-04-27

Designations

Certified Financial Planner

Other Names

Richard Ritzer
Richard Ritzer

View on SEC IAPD