Todd C. Pyles

CBIZ FINANCIAL SOLUTIONS

Cumberland, MD 21502

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CRD#: 2758310

Professional summary

Todd Carlton Pyles, CFP® is a registered financial advisor currently at CBIZ FINANCIAL SOLUTIONS, INC. located in Cumberland, Maryland and CBIZ INVESTMENT ADVISORY SERVICES, LLC located in Cumberland, Maryland.

Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Todd has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Insurance Planning

Estate Planning

Tax Planning

Comprehensive Financial Planni...

Business Succession Planning

Employee and Employer Plan Ben...

Investment Planning

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.

SMYTH & PYLES, LLC; SOUTH BALTIMORE ST, 4TH FLOOR, CUMBERLAND MD 21502; ACCOUNTING ATTEST SERVICES; PARTNER; 12 HOURS DURING TRADING; PROVIDE ATTEST SERVICES. A PORTION OF TIME IS DEDICATED TO A ROLE PROVIDING NON-INVESTMENT RELATED SERVICES FOR THE PARENT COMPANY OF THE BROKER-DEALER OR ONE OR MORE OF ITS AFFILIATED COMPANIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Carlton Pyles'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®

CFP^®

Certified Financial Planner

Start date: 1994

Experience

Current

December 12, 2006 - Present

CBIZ FINANCIAL SOLUTIONS, INC.

Office #1: 50 Baltimore Street 4th Floor, Cumberland, MD 21502

RIA

CRD#: 16678

Cumberland, MD

Current

September 25, 2017 - Present

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Office #1: 50 Baltimore Street, Cumberland, MD 21502

RIA

CRD#: 286002

CUMBERLAND, MD

Current

November 21, 2001 - Present

CBIZ FINANCIAL SOLUTIONS, INC.

Office #1: 50 Baltimore Street 4th Floor, Cumberland, MD 21502

RIA

CRD#: 16678

Cumberland, MD

Past

July 11, 2000 - December 18, 2001

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Past

August 14, 1996 - July 5, 2000

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

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

Alabama
(2/5/2015)

Florida
(10/25/2013)

Indiana
(10/26/2017)

Maryland
(11/21/2001)

IAR

Maryland
(12/12/2006)

Massachusetts
(9/22/2014)

Missouri
(6/21/2021)

Pennsylvania
(11/21/2001)

South Carolina
(6/16/2020)

Virginia
(7/28/2014)

West Virginia
(11/21/2001)

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

IAR

Series 65

Date: 12/14/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/12/1996

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: 8/13/1996

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

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

Contact information

xxxxx@xxxx.xxx

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Todd C. Pyles

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Carlton Pyles's CRS (Customer Relationship Summary).

Certified licenses

Experience

CBIZ INVESTMENT ADVISORY SERVICES, LLC

CBIZ FINANCIAL SOLUTIONS, INC.

AVANTAX INVESTMENT SERVICES, INC.

AVANTAX INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

CBIZ INVESTMENT ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/14/1998

Series 63

Date: 8/12/1996

SIE

Date: 10/1/2018

Series 7

Date: 8/13/1996

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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