Robert Zeidman
Investment adviser representative at Cbiz Investment Advisory Services, LLC
13 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
13 years in the industry.
- Cbiz Investment Advisory Services, LLCJun 2026 to now
- CbizFeb 2026 to now
- PNC Funds Distributor LLCJun 2013 to now
- Record Currency ManagementJul 2023 to Jan 2026
- UnemployedMay 2023 to Jul 2023
- Adrian Lee & PartnersMay 2022 to May 2023
- Lizard Investors LLCFeb 2021 to May 2022
- UnemployedJun 2020 to Feb 2021
- Radius BankOct 2019 to Jun 2020
- UnemployedMay 2019 to Oct 2019
- Amalgamated BankJul 2017 to May 2019
- PNC Capital Advisors, LLCJun 2013 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2013
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 2743502
- Firm CRD
- 286002