Brian J. Blach

CBIZ FINANCIAL SOLUTIONS

San Jose, CA 95113

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CRD#: 2660233

Professional summary

Brian Joseph Blach is a registered financial advisor currently at CBIZ FINANCIAL SOLUTIONS, INC. located in San Jose, California and CBIZ INVESTMENT ADVISORY SERVICES, LLC located in San Jose, California.

Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Brian has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

SERVING ON BOARD OF DIRECTORS FOR BLACH CONSTRUCTION COMPANY. ATTENDS ONE MEETING ANNUALLY. RECEIVES SMALL STIPEND. A PORTION OF TIME IS DEDICATED TO PROVIDING INVESTMENT RELATED SERVICES FOR CBIZ IAS, AN AFFILIATE OF THE BROKER-DEALER.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Joseph Blach'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 18, 2002 - Present

CBIZ FINANCIAL SOLUTIONS, INC.

Office #1: 160 W. Santa Clara Street Suite 675, San Jose, CA 95113

RIA

CRD#: 16678

San Jose, CA

Current

August 11, 2017 - Present

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Office #1: 160 W Santa Clara St Suite 675, San Jose, CA 95113

RIA

CRD#: 286002

SAN JOSE, CA

Current

February 25, 2005 - Present

CBIZ FINANCIAL SOLUTIONS, INC.

Office #1: 160 W. Santa Clara Street Suite 675, San Jose, CA 95113

RIA

CRD#: 16678

San Jose, CA

Past

April 17, 2002 - July 22, 2002

CAPITAL MANAGEMENT INVESTMENT GROUP

RIA

CRD#: 111661

SAN JOSE, CA

Past

September 28, 1995 - February 25, 2005

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(3/18/2010)

IAR

California
(7/18/2002)

California
(2/25/2005)

Colorado
(2/25/2005)

Florida
(5/13/2019)

Georgia
(3/28/2005)

Idaho
(1/2/2013)

Illinois
(4/16/2008)

Massachusetts
(4/11/2011)

Montana
(10/2/2014)

Nevada
(2/25/2005)

New Jersey
(10/21/2013)

New York
(6/4/2012)

North Carolina
(4/3/2006)

Ohio
(10/24/2008)

Pennsylvania
(5/24/2005)

Texas
(2/25/2005)

Utah
(10/23/2008)

Washington
(2/25/2005)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 11/16/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/27/1995

General Securities Representative Examination

SRO Registrations

FINRA

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.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Brian J. Blach

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Joseph Blach's CRS (Customer Relationship Summary).

Certified licenses

Experience

CBIZ INVESTMENT ADVISORY SERVICES, LLC

CBIZ FINANCIAL SOLUTIONS, INC.

CAPITAL MANAGEMENT INVESTMENT GROUP

SECURITIES AMERICA, INC.

Primary Firm SEC Registration

CBIZ INVESTMENT ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/16/1995

SIE

Date: 10/1/2018

Series 7

Date: 9/27/1995

FINRA

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

Contact information

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