Unclaimed Profile

Brian Edward Dean

CBIZ INVESTMENT ADVISORY SERVICES, LLC·CLEVELAND, Ohio

SIE, Series 3, Series 6, Series 7, Series 63CFAClean record25 years registeredCBIZ INVESTMENT ADVISORY SERVICES, LLC

6801 BRECKSVILLE RD, CLEVELAND, OH 44131CRD# 1735706Firm CRD# 286002

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Edward Dean · CLEVELAND, OH

Registration

CRD #1735706 · CBIZ INVESTMENT ADVISORY SERVICES, LLC · 25 years registered

Brand Profile

Not yet started

Career History

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Aug 2017 – present

CBIZ RETIREMENT PLAN ADVISORY SERVICES

Aug 2000 – present

CBIZ WEALTH MANAGEMENT, LLC

May 2010 – Apr 2011

CLEVELAND, OH

GALLERY ADVISORS, LLC

Aug 2007 – Mar 2010

CLEVELAND, OH

GALLERY ASSET MANAGEMENT

Jan 2002 – Feb 2005

CLEVELAND, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 6

Series 7

Series 63

Registration record

First registered · August 29, 2000

Years registered · 25

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CBIZ INVESTMENT ADVISORY SERVICES, LLC

CRD 286002 · SEC 801-108996

AUM

$8.9B

Regulatory assets under management

Employees

2,257 client accounts

Services offered by CBIZ INVESTMENT ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CBIZ INVESTMENT ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Brian Edward Dean offer?

Brian Edward Dean specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.

What are Brian Edward Dean's credentials?

Brian Edward Dean holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brian Edward Dean located?

Brian Edward Dean is based in CLEVELAND, Ohio, working with CBIZ INVESTMENT ADVISORY SERVICES, LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.

How does Brian Edward Dean charge for services?

Brian Edward Dean's firm is compensated through percentage of aum, hourly charges, subscription fees, other: a percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CBIZ INVESTMENT ADVISORY SERVICES, LLC?

CBIZ INVESTMENT ADVISORY SERVICES, LLC has approximately 94 employees and manages $8.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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