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Michael R. Stuart

Cbiz Investment Advisory Services, LLC

Chicago, IL

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Current Employers
Cbiz Investment Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-06-02
  • IL RA
    APPROVED
    Since 2026-06-02

Branch Locations

225 W Wacker Dr Suite 2500, Chicago, IL 60606 • 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 Chicago IL 05/2026 Present
Ameriprise Financial Services Llc Chicago IL 05/2025 05/2026
Fifth Third Bank/Mb Financial Bank Chicago IL 08/2010 07/2019
First Midwest Bank Chicago IL 08/2019 02/2021
Revival Partners Chicago IL 03/2021 04/2025
  • 05/2026 → Present
    Cbiz
    Chicago, IL
  • 05/2025 → 05/2026
    Ameriprise Financial Services Llc
    Chicago, IL
  • 08/2010 → 07/2019
    Fifth Third Bank/Mb Financial Bank
    Chicago, IL
  • 08/2019 → 02/2021
    First Midwest Bank
    Chicago, IL
  • 03/2021 → 04/2025
    Revival Partners
    Chicago, IL
Previous Registrations
  • 2025-07-21 → 2026-06-04
    Ameriprise Financial Services, Llc
    Chicago, IL
    Chicago, IL
  • 2009-06-01 → 2010-07-19
    Morgan Stanley
    Chicago, IL
  • 2008-08-04 → 2009-06-01
    Morgan Stanley & Co. Llc
    Chicago, IL
    Chicago, IL
  • 2007-04-25 → 2008-05-30
    Ubs Asset Management (Us) Inc.
    Chicago, IL
Other Businesses

Fiduciary Activities; Trustee.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-21
  • S66 Uniform Combined State Law Examination
    2025-07-21
Other Names
  • Michael Ray Stuart
  • Michael Stuart
  • Michael R. Stuart

View on SEC IAPD

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Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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