TrueAdvisor
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Cory Joseph Mccomas

CBIZ Investment Advisory Services, LLC
11 Years of Experience
View SEC Summary
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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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Employment History
Current Registrations
CBIZ Investment Advisory Services, LLC
September 2019 - Present · 6 yrs 5 mos
Previous Registrations
CBIZ Retirement Plan Advisory Services
May 2015 - December 2021 · 6 yrs 7 mos
CBIZ Financial Solutions, INC.Broker
August 2014 - December 2021 · 7 yrs 4 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.