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CFA
BD
CFA

Brian Edward Dean

CBIZ Investment Advisory Services, LLC
29 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
CBIZ Investment Advisory Services, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
78 advisors
Number of Clients
2,658 clients
Average Client Portfolio
$3.9M average
Assets Under Management
$10.5B

Fee Structure

Minimum Investment:$10K

Location

5959 Rockside Woods Blvd N, Suite 600, Cleveland, OH, 44131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brian dedicates a portion of his time to providing non-investment related services for CBIZ, Inc. and its affiliates.

Employment History
Current Registrations
CBIZ Investment Advisory Services, LLC
August 2017 - Present · 8 yrs 6 mos
CBIZ Financial Solutions, INC.Broker
April 2008 - Present · 17 yrs 10 mos
CBIZ Retirement Plan Advisory Services
August 2000 - Present · 25 yrs 6 mos
Previous Registrations
CBIZ Wealth Management, LLC
May 2010 - April 2011 · 11 mos
Gallery Advisors, LLC
August 2007 - March 2010 · 2 yrs 7 mos
Gallery Asset Management
January 2002 - February 2005 · 3 yrs 1 mo
Mid Atlantic Capital CorporationBroker
October 1998 - April 2008 · 9 yrs 6 mos
Mutual Service CorporationBroker
January 1998 - September 1998 · 8 mos
Shearson Lehman Hutton INC.Broker
September 1987 - January 1989 · 1 yr 4 mos
State Registrations39 states
AZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMIMNMONCNDNENHNJNMNVNYOHOKORPATNTXUTVAWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.