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Robert Thomas Walsh

Cbiz Investment Advisory Services, LLC

Boca Raton, FL

CRD 6925939

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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
FL RA APPROVED 2026-06-23
  • FL RA
    APPROVED
    Since 2026-06-23

Branch Locations

2255 Glades Road Suite 321A, Boca Raton, FL 33431 • 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 Boca Raton FL 05/2026 Present
Slavic Integrated Administration Boca Raton FL 12/2017 05/2026
Life Of Purpose At Fau Boca Raton FL 09/2014 09/2017
  • 05/2026 → Present
    Cbiz
    Boca Raton, FL
  • 12/2017 → 05/2026
    Slavic Integrated Administration
    Boca Raton, FL
  • 09/2014 → 09/2017
    Life Of Purpose At Fau
    Boca Raton, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-05
  • S65 Uniform Investment Adviser Law Examination
    2018-06-05

View on SEC IAPD

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