Robert Alan Longfield

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → 09/2024
  Gavion, Llc
  Memphis, TN
• 07/2019 → Present
  Cbiz Investment Advisory Servicess Llc
  Cleveland, OH

Previous Registrations

• 2013-10-03 → 2019-12-11
  Gavion, Llc
  Memphis, TN
• 2004-05-24 → 2013-09-19
  Consulting Services Group, Llc
  Memphis, TN

Other Businesses

Mr. Longfield is on the Advisory Board of Tecton Group, LLC. This is a sport drink manufacturing startup. He commits approximately 5 hours a month, 0 during trading hours. Mr. Longfield will receive compensation from this work. Mr. Longfield is on the board of Intuscope, LLC. He may receive compensation associated with his investment and board position. This requires approximately 5 hours a month outside of trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-08-09

Designations

• Chartered Financial Analyst

Other Names

• Robert Alan Longfield