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Christopher Mark Brown
CBIZ Investment Advisory Services, LLC
12 Years of Experience
2 Disclosures
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Financial 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
Investment Management
Planning
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Location
5959 Rockside Woods Blvd N, Suite 600, Cleveland, OH, 44131
Get directions
History
Regulatory History (2)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Financial
September 2016
Final
Customer Dispute
July 2014
Closed-No Action
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
CBIZ Investment Advisory Services, LLC
January 2020 - Present · 6 yrs 1 mo
CBIZ Retirement Plan Advisory Services
September 2018 - Present · 7 yrs 5 mos
CBIZ Financial Solutions, INC.
Broker
September 2018 - Present · 7 yrs 5 mos
Previous Registrations
Park Avenue Securities LLC
Broker
January 2017 - October 2018 · 1 yr 9 mos
PNC Investments
October 2015 - July 2016 · 9 mos
PNC Investments
Broker
October 2015 - July 2016 · 9 mos
Thrivent Investment Management INC.
Broker
April 2012 - July 2015 · 3 yrs 3 mos
State Registrations
19 states
AK
AL
AR
AZ
CA
CO
DC
GA
HI
IL
LA
MD
MI
NJ
NY
OH
PA
VA
WV
Advisor
Broker
Both
Exams
No exam information available for this advisor.