DFX Intelligence

Data Factory

RIA / WealthAdvisor23 years in industry

MATTHEW JOSEPH FELTEN

Advisor at CBIZ RETIREMENT PLAN ADVISORY SERVICES

CLEVELAND, OH | CUMBERLAND, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f6ad20bb-ccb1-a7c5-a024-366130dcd149

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 5, 2006 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 RETIREMENT PLAN ADVISORY SERVICES
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: Mar 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 2
Registered states: 1
Exams: S66
First exam: Oct 2, 2006
First registration: Oct 5, 2006
Dual registered: no
IAPD individual key: 5179113

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	Aug 9, 2018	n/a	yes	CUMBERLAND, MD\|CLEVELAND, OH	Current employment
CBIZ RETIREMENT PLAN ADVISORY SERVICES	Institutional manager	May 5, 2008	n/a	yes	CUMBERLAND, MD	Current employment
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Sep 6, 2007	no	HUNT VALLEY, MD	Previous registration
MORGAN STANLEY DW INC.	n/a	Oct 5, 2006	Apr 2, 2007	no	LUTHERVILLE, MD	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
MORGAN STANLEY & CO. LLC	CBIZ RETIREMENT PLAN ADVISORY SERVICES	Sep 6, 2007	May 5, 2008	242	Firm change	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other

Relationships

Registered with (4)

→ CBIZ INVESTMENT ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Aug 9, 2018 to presentfactForm ADV
→ CBIZ RETIREMENT PLAN ADVISORY SERVICESRegistered adviserregistration: current employment
May 5, 2008 to presentfactForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Sep 6, 2007factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Oct 5, 2006 to Apr 2, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f6ad20bb-ccb1-a7c5-a024-366130dcd149
First observed: Oct 5, 2006
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MATTHEW JOSEPH FELTEN

Advisor at CBIZ RETIREMENT PLAN ADVISORY SERVICES

CLEVELAND, OH | CUMBERLAND, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f6ad20bb-ccb1-a7c5-a024-366130dcd149

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:03 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Institutional manager

Aug 9, 2018

n/a

yes

CUMBERLAND, MD|CLEVELAND, OH

Current employment

CBIZ RETIREMENT PLAN ADVISORY SERVICES

Institutional manager

May 5, 2008

n/a

yes

CUMBERLAND, MD

Current employment

MORGAN STANLEY & CO. LLC

n/a

Apr 2, 2007

Sep 6, 2007

HUNT VALLEY, MD

Previous registration

MORGAN STANLEY DW INC.

n/a

Oct 5, 2006

Apr 2, 2007

LUTHERVILLE, MD

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MORGAN STANLEY & CO. LLC

CBIZ RETIREMENT PLAN ADVISORY SERVICES

Sep 6, 2007

May 5, 2008

242

Firm change

Other

MORGAN STANLEY DW INC.

MORGAN STANLEY & CO. LLC

Apr 2, 2007

Bulk transfer

Other