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RIA / WealthAdvisor19 years in industry

Michael R. Stuart

Advisor at CBIZ INVESTMENT ADVISORY SERVICES, LLC

Chicago, IL

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Search this name across graphsid dfx:ria:43dc8bb2-2387-b2e6-46d6-60d0d4bfbf0c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 25, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CBIZ INVESTMENT ADVISORY SERVICES, LLC
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 25, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jul 21, 2025
First registration: Apr 25, 2007
Dual registered: no
Other names: MICHAEL RAY STUART|Michael Stuart|Michael R. Stuart
IAPD individual key: 5205682

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CBIZ INVESTMENT ADVISORY SERVICES, LLC	Institutional manager	Jun 2, 2026	n/a	yes	Chicago, IL	Current employment
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jul 21, 2025	Jun 4, 2026	no	Chicago, IL\|CHICAGO, IL	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jul 19, 2010	no	Chicago, IL	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Aug 4, 2008	Jun 1, 2009	no	CHICAGO, IL\|CHICAGO, IL	Previous registration
UBS ASSET MANAGEMENT (US) INC.	n/a	Apr 25, 2007	May 30, 2008	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERIPRISE FINANCIAL SERVICES, LLC	CBIZ INVESTMENT ADVISORY SERVICES, LLC	Jun 4, 2026	Jun 2, 2026	-2	Firm change	Other
MORGAN STANLEY	AMERIPRISE FINANCIAL SERVICES, LLC	Jul 19, 2010	Jul 21, 2025	5,481	Firm change after gap	Wirehouse to ibd
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
UBS ASSET MANAGEMENT (US) INC.	MORGAN STANLEY & CO. LLC	May 30, 2008	Aug 4, 2008	66	Firm change	Other

Relationships

Registered with (5)

→ CBIZ INVESTMENT ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Jun 2, 2026 to presentfactForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jul 21, 2025 to Jun 4, 2026factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jul 19, 2010factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Aug 4, 2008 to Jun 1, 2009factForm ADV
→ UBS ASSET MANAGEMENT (US) INC.Registered adviserregistration: previous registration
Apr 25, 2007 to May 30, 2008factForm ADV

Dated events

Occurred
Jun 4, 2026
Advisor changed firm
Michael R. Stuart left Ameriprise Financial Services, Llc for Cbiz Investment Advisory Services, Llc (registered 2026-06-02)
Form ADVobserved 4 days ago