Robert Zeidman

CBIZ INVESTMENT ADVISORY SERVICES

Boca Raton, FL 33431

CRD#: 2743502

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Professional summary

Robert Zeidman is a registered financial advisor currently at CBIZ INVESTMENT ADVISORY SERVICES, LLC located in Boca Raton, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Robert has worked at 6 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7 and Series 62 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Zeidman'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

June 9, 2026 - Present

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Office #1: 2255 Glades Road Suite 324a, Boca Raton, FL 33431

RIA

CRD#: 286002

Boca Raton, FL

Past

September 10, 2013 - August 4, 2017

PNC CAPITAL ADVISORS LLC

RIA

CRD#: 151829

WOODLAND PARK, NJ

Past

July 8, 2013 - August 4, 2017

FORESIDE DISTRIBUTION SOLUTIONS, LLC

CRD#: 118787

Woodland Park, NJ

Past

August 27, 2010 - March 13, 2012

CAPITAL RESOURCE FINANCIAL SERVICES, L.L.C.

CRD#: 44054

DARIEN, CT

Past

May 24, 2002 - November 8, 2004

WILSHIRE ASSOCIATES INCORPORATED

CRD#: 6210

SANTA MONICA, CA

Past

August 22, 1996 - March 25, 1997

COWEN EXECUTION SERVICES LLC

CRD#: 35693

NEW YORK, NY

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

Florida
(6/9/2026)

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

IAR

Series 65

Date: 4/28/2026

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/10/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/6/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/4/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/26/2010

General Securities Representative Examination

General Industry/Product Exam

Series 62

Date: 8/21/1996

Corporate Securities Limited 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 (3/20/2026)

THE CBIZ INR WRAP BROCHURE (3/17/2026)

Regulatory assets under management

Total Number of Accounts	2,850
AUM (Assets Under Management)	$ 12,762,169,497

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 Zeidman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Zeidman's CRS (Customer Relationship Summary).

Certified licenses

Experience

PNC CAPITAL ADVISORS LLC

FORESIDE DISTRIBUTION SOLUTIONS, LLC

CAPITAL RESOURCE FINANCIAL SERVICES, L.L.C.

WILSHIRE ASSOCIATES INCORPORATED

COWEN EXECUTION SERVICES LLC

Primary Firm SEC Registration

CBIZ INVESTMENT ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/28/2026

Series 66

Date: 9/10/2013

Series 63

Date: 9/6/1996

SIE

Date: 8/4/2017

Series 7

Date: 8/26/2010

Series 62

Date: 8/21/1996

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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