Andrew Charles Vanburen
Investment adviser representative at Cbiz Investment Advisory Services, LLC
40 yearsExperience
1 stateRegistered in
$12.8BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
40 years in the industry.
- Cbiz Investment Advisory Services, LLCSep 2019 to now
- Cbiz Financial Solutions, Inc.Nov 1999 to now
- Bvf Investment Service IncOct 1988 to now
- Buckman Van Buren & Fonner IncorporaterSep 1986 to now
- Cbiz Benefits & Insurance Services, Inc.Sep 1986 to now
- The New EnglandSep 1986 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 1 state (PA).
Cbiz Investment Advisory Services, LLC
$12.8BAssets managed
2,850Clients
91Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1662282
- Firm CRD
- 286002