Kalman D. Muchnick

CBIZ INVESTMENT ADVISORY SERVICES

Philadelphia, PA 19103

Some features on this profile are disabled

CRD#: 2989071

Professional summary

Kalman David Muchnick, who also goes by Kal Muchnick, Kalman Muchnick, is a registered financial advisor currently at CBIZ INVESTMENT ADVISORY SERVICES, LLC located in Philadelphia, Pennsylvania.

Kalman is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Kalman has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kal Muchnick | Kalman Muchnick

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.

A portion of his time is dedicated to a role providing non-investment related services for the parent company, CBIZ Inc. and its affiliated entities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kalman David Muchnick'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

August 29, 2019 - Present

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Office #1: 1845 Walnut St Ste 125, Philadelphia, PA 19103

RIA

CRD#: 286002

Philadelphia, PA

Past

April 18, 2016 - December 31, 2021

CBIZ FINANCIAL SOLUTIONS, INC.

RIA

CRD#: 16678

PHILADELPHIA, PA

Past

April 18, 2016 - December 31, 2021

CBIZ FINANCIAL SOLUTIONS, INC.

CRD#: 16678

CLEVELAND, OH

Past

September 23, 2014 - October 6, 2016

GLOBAL RETIREMENT PARTNERS LLC

RIA

CRD#: 172011

PHILADELPHIA, PA

Past

September 12, 2014 - May 4, 2016

LPL FINANCIAL LLC

CRD#: 6413

PHILADELPHIA, PA

Past

August 23, 2012 - November 17, 2014

FINANCIAL TELESIS INC

RIA

CRD#: 31012

PHILADELPHIA, PA

Past

August 23, 2012 - September 12, 2014

FINANCIAL TELESIS INC

CRD#: 31012

PHILADELPHIA, PA

Past

October 11, 2002 - August 24, 2012

CETERA ADVISORS LLC

RIA

CRD#: 10299

PHILADELPHIA, PA

Past

March 14, 2001 - August 24, 2012

CETERA ADVISORS LLC

CRD#: 10299

PHILADELPHIA, PA

Past

June 14, 1999 - August 23, 2000

NFA BROKERAGE SERVICES, INC.

CRD#: 37671

DRESHER, PA

Past

January 22, 1998 - June 2, 1999

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

January 22, 1998 - June 2, 1999

EQUITABLE ADVISORS, LLC

CRD#: 6627

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

Pennsylvania
(8/29/2019)

IAR

Texas
(8/29/2019)

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

IAR

Series 65

Date: 11/9/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/2/1998

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: 7/26/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/21/1998

Investment Company Products/Variable Contracts 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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Paul Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Horsham, PA

Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Feasterville, PA

Dustin Willing

KESTRA ADVISORY SERVICES, LLC

IAR

Wayne, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Kalman D. Muchnick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kalman David Muchnick's CRS (Customer Relationship Summary).

Certified licenses

Experience

CBIZ FINANCIAL SOLUTIONS, INC.

CBIZ FINANCIAL SOLUTIONS, INC.

GLOBAL RETIREMENT PARTNERS LLC

LPL FINANCIAL LLC

FINANCIAL TELESIS INC

FINANCIAL TELESIS INC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

NFA BROKERAGE SERVICES, INC.

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

CBIZ INVESTMENT ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/9/1999

Series 63

Date: 2/2/1998

SIE

Date: 10/1/2018

Series 7

Date: 7/26/2000

Series 6

Date: 1/21/1998

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

Similar Advisors