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CFA
MB
CFA

Martin Barnwell Bel

CBIZ Investment Advisory Services, LLC
29 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

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
January 2019 - Present · 7 yrs 1 mo
CBIZ Retirement Plan Advisory Services
June 2011 - Present · 14 yrs 8 mos
Previous Registrations
CBIZ Financial Solutions, INC.Broker
July 2006 - December 2021 · 15 yrs 5 mos
Charles Schwab & CO., INC.Broker
January 1997 - January 2005 · 8 yrs
Standard Brokerage Services, INC.Broker
August 1996 - January 1997 · 5 mos
Olde Discount CorporationBroker
August 1994 - August 1996 · 2 yrs
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.