Adviser and broker representative · Cbiz Financial Solutions, Inc.
Todd C. Pyles
CRD 2758310 · Cleveland, OH
At a glance
Todd C. Pyles is an investment adviser representative with Cbiz Financial Solutions, Inc. in Cleveland, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Todd’s SEC record dates to 2006, about 19 years ago. Todd is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firms
- Cbiz Financial Solutions, Inc.Since December 2006Cleveland, OH · $9M in regulatory assets
- Cbiz Investment Advisory Services, LLCSince September 2017Cumberland, MD · $13B in regulatory assets
SEC adviser record
- Registered since
- 2006 (19 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Todd’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.