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Alexander James Laikos

Cbiz Investment Advisory Services, LLC

Cleveland, OH

Cleveland, OH

CRD 7114073

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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

AuthorityCategoryStatusDate
OH RA APPROVED 2020-01-16
  • OH RA
    APPROVED
    Since 2020-01-16

Branch Locations

6801 Brecksville Rd Door N, Cleveland, OH 44131 • 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
Cbiz Cleveland OH 05/2018 Present
Ashland University Ashland OH 09/2018 12/2018
Ashland University Ashland OH 01/2017 Present
Kent State Kent OH 08/2015 12/2016
Cbiz Cleveland OH 05/2017 08/2017
Pete Laikos Wadsworth OH 06/2013 07/2018
  • 05/2018 → Present
    Cbiz
    Cleveland, OH
  • 09/2018 → 12/2018
    Ashland University
    Ashland, OH
  • 01/2017 → Present
    Ashland University
    Ashland, OH
  • 08/2015 → 12/2016
    Kent State
    Kent, OH
  • 05/2017 → 08/2017
    Cbiz
    Cleveland, OH
  • 06/2013 → 07/2018
    Pete Laikos
    Wadsworth, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-11
  • S65 Uniform Investment Adviser Law Examination
    2019-05-11

View on SEC IAPD

Nearby Firms

FIRST FIDUCIARY INVESTMENT COUNSEL INC
INDEPENDENCE WEALTH ADVISORS, LLC
VOYA FINANCIAL ADVISORS, INC.

Nearby Investors

LAURA ANN COLLINS
ANDREW JOSEPH GIVENS
WILLIAM STONE HENRY

Nearby Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH

More in Cleveland, OH

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