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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
MD RA APPROVED 2024-05-09
  • MD RA
    APPROVED
    Since 2024-05-09

Branch Locations

50 Baltimore St 4Th Floor, Cumberland, MD 21502 • 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
Mary Kay Inc. Dallas TX 02/2007 Present
Cbiz Cumberland MD 10/2013 Present
  • 02/2007 → Present
    Mary Kay Inc.
    Dallas, TX
  • 10/2013 → Present
    Cbiz
    Cumberland, MD
Other Businesses

MARY KAY INC. NON-INVESTMENT RELATED DALLAS, TEXAS COSMETICS AND SKINCARE INDEPENDENT BEAUTY CONSULTANT FEBRUARY 2007 5 HOURS A WEEK,I DON'T SPEND ANYTIME ON IT DURING TRADING HOURS, STRICTLY AT HOME SALE ORDERING AND DELIVERIES, MAILING, BOOKKEEPING

Designations
  • Chartered Financial Consultant

View on SEC IAPD

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