Scott Adams
Investment adviser representative at Cbiz Investment Advisory Services, LLC
11 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
11 years in the industry.
- Cbiz Investment Advisory Services, LLCJul 2026 to now
- CbizJun 2026 to now
- UnemployedDec 2025 to Jun 2026
- Transamerica Investors Securities CorporationJan 2023 to Dec 2025
- Transamerica Life Insurance CompanyDec 2022 to Dec 2025
- Valic Financial Advisors, Inc.Oct 2021 to Jan 2023
- Prudential Investment Management Services LLCMar 2021 to Sep 2021
- The Prudential Insurance Company of AmericaMar 2021 to Sep 2021
- Massachusetts Mutual Life Insurance CompanyJul 2015 to Dec 2020
- MML Distributors, LLCJul 2015 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 2945109
- Firm CRD
- 286002