Robert A. Longfield

CBIZ INVESTMENT ADVISORY SERVICES

Memphis, TN 38137

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CRD#: 2099575

Professional summary

Robert Alan Longfield JR, who also goes by Robert Alan Longfield, is a registered financial advisor currently at CBIZ INVESTMENT ADVISORY SERVICES, LLC located in Memphis, Tennessee.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Robert has worked at 4 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Alan Longfield

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Mr. Longfield is on the Advisory Board of Tecton Group, LLC. This is a sport drink manufacturing startup. He commits approximately 5 hours a month, 0 during trading hours. Mr. Longfield will receive compensation from this work. Mr. Longfield is on the board of Intuscope, LLC. He may receive compensation associated with his investment and board position. This requires approximately 5 hours a month outside of trading hours. Mr. Longfield is on the board of NKore Biotherapeutics, LLC where he sits on the board. It requires approximately 3 hours a month outside of trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Alan Longfield JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 31, 2019 - Present

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Office #1: 5100 Poplar 30th Floor, Memphis, TN 38137

RIA

CRD#: 286002

Memphis, TN

Past

October 3, 2013 - December 11, 2019

GAVION, LLC

RIA

CRD#: 167807

MEMPHIS, TN

Past

May 24, 2004 - September 19, 2013

CONSULTING SERVICES GROUP, LLC

RIA

CRD#: 107048

MEMPHIS, TN

Past

July 29, 1991 - December 17, 2010

ENERECAP PARTNERS, LLC

CRD#: 26554

MEMPHIS, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CBIZ INVESTMENT ADVISORY SERVICES, LLC

CBIZ INVESTMENT ADVISORY SERVICES, LLC | THE INR TEAM OF CBIZ IAS | CBIZ RETIREMENT PLAN SERVICES

CRD#: 286002 / SEC#: 801-108996

RIA

Registered Investment Advisory firm - (2/8/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(7/31/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/9/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/24/1991

General Securities Representative Examination

Current Firm

CBIZ INVESTMENT ADVISORY SERVICES, LLC

CBIZ INVESTMENT ADVISORY SERVICES, LLC | THE INR TEAM OF CBIZ IAS | CBIZ RETIREMENT PLAN SERVICES

CRD#: 286002 / SEC#: 801-108996

RIA

Registered Investment Advisory firm - (2/8/2017 Approved)

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Contact information

Main Address

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131

Mailing Address

Phone number

(216) 447-9000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CBIZ IAS BROCHURE NO WRAP (3/27/2025)

THE CBIZ INR WRAP BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	2,658
AUM (Assets Under Management)	$ 10,491,932,749

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert A. Longfield

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Alan Longfield JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

CBIZ INVESTMENT ADVISORY SERVICES, LLC

GAVION, LLC

CONSULTING SERVICES GROUP, LLC

ENERECAP PARTNERS, LLC

Primary Firm SEC Registration

CBIZ INVESTMENT ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/9/1991

Series 7

Date: 7/24/1991

Current Firm

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CBIZ INVESTMENT ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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