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Nicholas Paul Bebout

Cbiz Investment Advisory Services, LLC

Cleveland, OH

Cleveland, OH

CRD 7176392

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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 2020-06-17
  • OH RA
    APPROVED
    Since 2020-06-17

Branch Locations

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

6801 Brecksville Rd Door N, Cleveland, OH 44685 • 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
Walsh University Canton OH 05/2015 05/2019
Toys "R" Us Fairlawn OH 11/2016 01/2017
Diebold Nixdorf Canton OH 10/2017 05/2019
Cbiz Cleveland OH 08/2019 Present
  • 05/2015 → 05/2019
    Walsh University
    Canton, OH
  • 11/2016 → 01/2017
    Toys "R" Us
    Fairlawn, OH
  • 10/2017 → 05/2019
    Diebold Nixdorf
    Canton, OH
  • 08/2019 → Present
    Cbiz
    Cleveland, OH
Previous Registrations
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 2020-02-01
  • S65 Uniform Investment Adviser Law Examination
    2020-02-01
Other Names
  • Nicholas Bebout

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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