Robert James Auster

CBIZ Investment Advisory Services, LLC

24 Years of Experience

Broker

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.

Other Business Activities

Robert dedicates a portion of his time to providing non-investment related services for CBIZ Inc. and its affiliated entities.

Employment History

Current Registrations

CBIZ Investment Advisory Services, LLC

November 2018 - Present · 7 yrs 3 mos

CBIZ Retirement Plan Advisory Services

October 2017 - Present · 8 yrs 4 mos

CBIZ Financial Solutions, INC.Broker

January 2005 - Present · 21 yrs 1 mo

Previous Registrations

National Planning CorporationBroker

October 2001 - November 2004 · 3 yrs 1 mo

MML Investors Services, INC.Broker

July 2000 - December 2000 · 5 mos

State Registrations27 states

AZCACOCTDCFLGAILINKSMAMDMIMNMONCNHNJNVNYOHPASCTXUTVAWV

AdvisorBrokerBoth

Exams

No exam information available for this advisor.