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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 | 2020-01-07 |
Branch Locations
5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-09-20 |
Branch Locations
5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins | Canton | OH | 08/2016 | 09/2018 |
| Park Avenue Securities | Canton | OH | 01/2017 | 09/2018 |
| Cbiz Financial Solutions Inc | Cleveland | OH | 09/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-28 |
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