Andrew Charles Vanburen

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

• 09/1986 → Present
  Cbiz Benefits & Insurance Services, Inc.
  Plymouth Meeting, PA
• 09/1986 → Present
  Buckman Van Buren & Fonner Incorporater
  Horsham, PA
• 09/1986 → Present
  The New England
  Philadelphia, PA
• 10/1988 → Present
  Bvf Investment Service Inc
  Horsham, PA
• 11/1999 → Present
  Cbiz Financial Solutions, Inc.
  Plymouth Meeting, PA

Previous Registrations

• 2000-02-08 → 2021-12-31
  Cbiz Financial Solutions, Inc.
  Plymouth Meeting, PA
  Plymouth Meeting, PA
  Cleveland, OH
• 2010-05-28 → 2011-04-01
  Cbiz Wealth Management, Llc
  Cleveland, OH

Other Businesses

A MAJORITY OF TIME IS DEDICATED TO A ROLE PROVIDING NON-INVESTMENT RELATED SERVICES FOR THE PARENT COMPANY OF THE BROKER-DEALER OR ONE OR MORE OF ITS AFFILIATED COMPANIES.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-05-07