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Edward Howard Bridges

CBIZ FINANCIAL SOLUTIONS, INC.·CLEVELAND, Ohio
SIE, Series 27, Series 99TOClean recordCBIZ FINANCIAL SOLUTIONS, INC.
5959 ROCKSIDE WOODS BLVD N, CLEVELAND, OH 44131CRD# 5087317Firm CRD# 16678

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward Howard Bridges · CLEVELAND, OH
Registration
CRD #5087317 · CBIZ FINANCIAL SOLUTIONS, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CBIZ FINANCIAL SOLUTIONS, INC.
CRD 16678 · SEC 801-56332
AUM
$41M
Regulatory assets under management
Employees
24
32 client accounts
Services offered by CBIZ FINANCIAL SOLUTIONS, INC.
Per Form ADV
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Nonprofits & Foundations
View all advisors at CBIZ FINANCIAL SOLUTIONS, INC. →
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Frequently Asked Questions

What services does Edward Howard Bridges offer?
Edward Howard Bridges specializes in Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Edward Howard Bridges's credentials?
Edward Howard Bridges is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Howard Bridges located?
Edward Howard Bridges is based in CLEVELAND, Ohio, working with CBIZ FINANCIAL SOLUTIONS, INC.. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Edward Howard Bridges charge for services?
Edward Howard Bridges's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, 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 FINANCIAL SOLUTIONS, INC.?
CBIZ FINANCIAL SOLUTIONS, INC. has approximately 24 employees and manages $41M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CBIZ FINANCIAL SOLUTIONS, INC.

Carl Larry Cline
CLEVELAND, OH
Luke Flagg Baum
CLEVELAND, OH
CFP

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