Adviser and broker representative · Cbiz Financial Solutions, Inc.

Richard L. Harshman II

CRD 1785674 · Cumberland, MD

At a glance

Richard L. Harshman II is an investment adviser representative with Cbiz Financial Solutions, Inc. in Cumberland, MD, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Richard’s SEC record dates to 2001, about 25 years ago. Richard is also registered as a broker representative.

Current advisory firms

Cbiz Financial Solutions, Inc.Since January 2001Cumberland, MD · $9M in regulatory assets
Cbiz Investment Advisory Services, LLCSince January 2019Cumberland, MD · $13B in regulatory assets

SEC adviser record

Registered since: 2001 (25 years)
Designations: None on file
Exams: Series 63, Series 65
Registered in: 2 states
Also a broker representative: Yes
Disclosures on record: None

AtlasMembers

Richard’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: Locked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.