RBC Capital Markets
47yrs
Top advisor by experience in Cleveland
8yrs
Based in Cleveland, Ohio, Kerry Ely is a fiduciary financial advisor with 8 years of industry experience. Kerry joined Cbiz Investment Advisory Services in 2020, after four years at Cbiz Financial Solutions. Cbiz Investment Advisory Services offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 652 advisors with offices in Cleveland, and one of 499 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$411,975
Advisors at the firm91
States licensed ?1 state
Services through Cbiz Investment Advisory Services
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2020 – nowCbiz Investment Advisory Services, LLCCurrent firm
- 2018 – 2021Cbiz Financial Solutions, Inc.Previously
Questions to ask Kerry
Tailored to Kerry’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Kerry
How do I contact Kerry?
Call Cbiz Investment Advisory Services at 216-447-9000 and ask for Kerry Ely. Kerry works from the Cleveland, OH office.
How long has Kerry been a financial advisor?
Kerry has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Kerry hold?
Series 65. Tap any license on this page to see what it allows.
Is Kerry a fiduciary?
Kerry is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kerry paid?
Cbiz Investment Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Kerry for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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