Charles
Stout

Cbiz Investment Advisory Services, LLC

CRD#3045307
Investment Advisor
in Independence, OH

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About this Advisor

Charles Stout is a financial advisor working out of Independence, Ohio with a total of 4 years of industry experience. Stout is an advisor for Cbiz Investment Advisory Services, LLC. They have spent the entirety of their time as a financial advisor at Cbiz Investment Advisory Services, Llc. Stout has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Florida. Cbiz Investment Advisory Services, LLC is an advisory firm that has its headquarters in Independence, OH. It has offices in 16 locations and a total of 91 people on staff. It administers $7 billion in total assets between its 2,122 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises five charities and foundations. Of its 2,122 customer accounts, just 14% belong to high-net-worth individuals who have at least $1 million in investable assets. Cbiz Investment Advisory Services, LLC offers a broad set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees depend on which service is provided. However, fee types billed by Cbiz Investment Advisory Services, LLC likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

6801 Brecksville Rd Door N
Independence, OH 44131

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Cbiz Investment Advisory Services, LLC Brokerage Details

Total Assets Under Management

$6,453,176,238

OH Average: $2,106,341,625
Total Number of Employees

91

OH Average: 34
Total Number of Accounts

2,122

OH Average: 1,972
Average Account Size

$3,041,082

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Charles Stout Work History

Charles has been registered as a financial advisor for 4 years.*

2012 - Present (12 years)

Cbiz Financial Solutions Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Charles Stout to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cbiz Investment Advisory Services, LLC

James Ries
Fairborn, OH
Ryan Wehking
Independence, OH
Travis Helmich
Independence, OH
Derek Otremba
Independence, OH
Anna Rathbun
Independence, OH
Alexandra Saywell
Independence, OH
Charles Stout
Independence, OH
Tyler Becka
Independence, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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