Cbiz Investment Advisory Services, LLC
Cbiz Investment Advisory Services, LLC (CRD# 286002) is a financial advisory firm headquartered in Cleveland, OH. They manage $8,859,446,751 in 2,257 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management8,859MILLION
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Total Number of Accounts2,257ACCOUNTS
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Average Account Value$3,925,320
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
Scott Arnwine (CRD# 4531292) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 21 years of experience in the finance industry.
Jeffrey Barnes (CRD# 2296399) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 31 years of experience in the finance industry.
Karen Barta (CRD# 6376747) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Pleasant Hill, CA and has over 9 years of experience in the finance industry.
Valerie Brennan (CRD# 3156911) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Indianapolis, IN and has over 25 years of experience in the finance industry.
Patricia Cage (CRD# 2924826) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Columbia, MD and has over 25 years of experience in the finance industry.
Morgan Desalvo (CRD# 4982193) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 14 years of experience in the finance industry.
Patrick Donnelly (CRD# 5812508) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 12 years of experience in the finance industry.
Kerry Ely (CRD# 5109596) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 5 years of experience in the finance industry.
Michael Glackin (CRD# 2341347) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Media, PA and has over 30 years of experience in the finance industry.
Jason Ibarra (CRD# 3231310) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Atlanta, GA and has over 23 years of experience in the finance industry.