TrueAdvisor
TrueAdvisor
MF
MF

Matthew Joseph Felten

CBIZ Investment Advisory Services, LLC
18 Years of Experience
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

50 Baltimore Street, 4th Floor, Cumberland, MD, 21502

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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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Employment History
Current Registrations
CBIZ Investment Advisory Services, LLC
August 2018 - Present · 7 yrs 6 mos
CBIZ Retirement Plan Advisory Services
May 2008 - Present · 17 yrs 9 mos
Previous Registrations
CBIZ Financial Solutions, INC.Broker
May 2008 - December 2021 · 13 yrs 7 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - September 2007 · 5 mos
Morgan Stanley & CO., Incorporated
April 2007 - September 2007 · 5 mos
Morgan Stanley
October 2006 - April 2007 · 6 mos
Morgan Stanley Dw INC.Broker
September 2006 - April 2007 · 7 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.