Barry E. Michael

CBIZ FINANCIAL SOLUTIONS

Cumberland, MD 21502

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CRD#: 4328918

Professional summary

Barry Eugene Michael is a registered financial professional currently at CBIZ FINANCIAL SOLUTIONS, INC. located in Cumberland, Maryland.

Barry is registered as a RR (Registered Representative) and started their career in finance in 2001. Barry has worked at 2 firms and has passed the SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

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) - BD

Click below to view Barry Eugene Michael'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

January 6, 2006 - Present

CBIZ FINANCIAL SOLUTIONS, INC.

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

RIA

CRD#: 16678

Cumberland, MD

Past

August 21, 2001 - December 31, 2005

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 FINANCIAL SOLUTIONS, INC.

BGS&G INVESTMENT SERVICES, INC. | CBIZ RETIREMENT PLAN SERVICES | CBIZ RETIREMENT PLAN ADVISORY SERVICES | CBIZ FINANCIAL SOLUTIONS, INC.

CRD#: 16678 / SEC#: 801-56332, 8-34205

RIA

Registered Investment Advisory firm - SEC (3/18/1999 Approved)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

State Registrations and Notice Filings

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

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

Maryland
(1/6/2006)

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

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/20/2001

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

CBIZ FINANCIAL SOLUTIONS, INC.

BGS&G INVESTMENT SERVICES, INC. | CBIZ RETIREMENT PLAN SERVICES | CBIZ RETIREMENT PLAN ADVISORY SERVICES | CBIZ FINANCIAL SOLUTIONS, INC.

CRD#: 16678 / SEC#: 801-56332, 8-34205

RIA

Registered Investment Advisory firm - SEC (3/18/1999 Approved)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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Contact information

Main Address

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

Mailing Address

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

Phone number

(216) 447-9000

Established

Maryland since 05/14/1984

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

SEC notice filing (26 States and Territories)

FINRA licenses (47 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

CBIZ RETIREMENT PLAN ADVISORY SERIVCES (3/27/2025)

Direct owners and executive officers

Name	Position	CRD#
CBIZ OPERATIONS INC.	PARENT COMPANY
BRIDGES, EDWARD HOWARD	PRINCIPAL FINANCIAL AND OPERATIONS OFFICER	5087317
BROWN, CHRISTOPHER MARK	CHIEF COMPLIANCE OFFICER AND EXECUTIVE REPRESENTATIVE	6028654
MELLARD, NANCY MARIE	DIRECTOR	4335209

Regulatory assets under management

Total Number of Accounts	23
AUM (Assets Under Management)	$ 23,881,016

Disclosures

Regulatory Event

Red Flags

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

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Barry E. Michael

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Barry Eugene Michael's CRS (Customer Relationship Summary).

Certified licenses

Experience

CBIZ FINANCIAL SOLUTIONS, INC.

AVANTAX INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

CBIZ FINANCIAL SOLUTIONS, INC.

State Registrations and Notice Filings

Exams

SIE

Date: 10/1/2018

Series 6

Date: 8/20/2001

FINRA

Current Firm

CBIZ FINANCIAL SOLUTIONS, INC.

Contact information

SEC notice filing (26 States and Territories)

FINRA licenses (47 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

CBIZ FINANCIAL SOLUTIONS, INC.

TRUST BUT VERIFY

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