Ernest Lee Smith
Investment adviser representative at Cbiz Investment Advisory Services, LLC
18 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
18 years in the industry.
- Cbiz Investment Advisory Services, LLCJun 2026 to now
- CbizJun 2026 to now
- UnemployedMay 2025 to Jun 2026
- Newsong Capital Manacement, Inc.Feb 2023 to May 2025
- Nexadvisors, LLCOct 2022 to Feb 2023
- Wealth PrimeMar 2022 to Oct 2022
- Country Capital Management CompanyDec 2020 to Feb 2022
- Country Trust BankDec 2020 to Feb 2022
- Country Insurance AffiliatesJul 2020 to Feb 2022
- Aspis AdvisorsJun 2019 to Jul 2020
- Principal Life Insurance CompanyMay 2019 to Jul 2020
- Principal Securities RegistrationMay 2019 to Jul 2020
- LPL Financial LLCMar 2017 to May 2019
- Erisa Specialists/benefit ProfessionalsSep 2014 to Apr 2019
- Oneamerica SecuritiesJan 2009 to Mar 2017
- American United LifeDec 2008 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 4460078
- Firm CRD
- 286002