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MS

Michael R. Stuart

CBIZ INVESTMENT ADVISORY SERVICES
Chicago, IL 60606
CRD#: 5205682
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MS
Michael R. StuartCBIZ INVESTMENT ADVISORY SERVICES

Professional summary

Michael R. Stuart, who also goes by Michael Ray Stuart, Michael Stuart, is a registered financial advisor currently at CBIZ INVESTMENT ADVISORY SERVICES, LLC located in Chicago, Illinois.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Michael has worked at 5 firms and has passed the Series 66, Series 7TO, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael Ray Stuart | Michael Stuart

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 Michael R. Stuart'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 2, 2026 - Present

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Office #1: 225 W Wacker Dr Suite 2500, Chicago, IL 60606
RIA
CRD#: 286002
Chicago, IL
Past

July 21, 2025 - June 4, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
CHICAGO, IL
Past

June 23, 2025 - June 4, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
CHICAGO, IL
Past

June 1, 2009 - July 19, 2010

MORGAN STANLEY

RIA
CRD#: 149777
CHICAGO, IL
Past

June 1, 2009 - July 19, 2010

MORGAN STANLEY

BD
CRD#: 149777
CHICAGO, IL
Past

August 4, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
CHICAGO, IL
Past

August 4, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
CHICAGO, IL
Past

April 25, 2007 - May 30, 2008

UBS ASSET MANAGEMENT (US) INC.

RIA
CRD#: 583
CHICAGO, IL
Past

February 22, 2007 - May 30, 2008

UBS ASSET MANAGEMENT (US) INC.

BD
CRD#: 583
CHICAGO, IL

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".
CI
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
Illinois
(6/2/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/21/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/23/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/2/2025
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 11/24/2007
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 2/21/2007
General Securities Representative Examination

Current Firm

CI
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
93

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 Accounts2,850
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.

Company Information

CBIZ INVESTMENT ADVISORY SERVICES, LLC

CRD#: 286002Chicago, IL 60606

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