Unclaimed Profile

Christopher Mark Brown

CBIZ INVESTMENT ADVISORY SERVICES, LLC·CLEVELAND, Ohio

SIE, Series 6, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 66, Series 99TO10 years registeredCBIZ INVESTMENT ADVISORY SERVICES, LLC

5959 ROCKSIDE WOODS BLVD N, CLEVELAND, OH 44131CRD# 6028654Firm CRD# 286002

Profile Verification

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

Identity

Christopher Mark Brown · CLEVELAND, OH

Registration

CRD #6028654 · CBIZ INVESTMENT ADVISORY SERVICES, LLC · 10 years registered

Brand Profile

Not yet started

Career History

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Jan 2020 – present

CBIZ RETIREMENT PLAN ADVISORY SERVICES

Sep 2018 – present

PNC INVESTMENTS

Oct 2015 – Jul 2016

AKRON, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 66

Series 99TO

Registration record

First registered · October 9, 2015

Years registered · 10

Disclosure History

2016Financial·Final

2014Customer Dispute·Closed-No Action

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Christopher Mark Brown offer?

Christopher Mark Brown specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.

What are Christopher Mark Brown's credentials?

Christopher Mark Brown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher Mark Brown located?

Christopher Mark Brown 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 Christopher Mark Brown charge for services?

Christopher Mark Brown'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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