Martin Barnwell Bel

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

• 07/2006 → Present
  Cbiz Financial Solutions, Inc.
  Maitland, FL

Previous Registrations

• 2011-06-30 → 2026-04-09
  Cbiz Financial Solutions, Inc.
  Maitland, FL
  Cleveland, OH
  Maitland, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-09-02

Designations

• Chartered Financial Analyst