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Owen Joseph Morrow

Clearstead; Clearstead Advisory Solutions

Cleveland, OH

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Current Employers
Clearstead; Clearstead Advisory Solutions

1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-03-05
  • OH RA
    APPROVED
    Since 2026-03-05

Branch Locations

1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Ohio State University Columbus OH 08/2014 05/2018
Summit Wealth Partners, Llc Naples FL 06/2018 06/2019
Cerity Partners Llc Cleveland OH 06/2019 02/2026
Clearstead Cleveland OH 03/2026 Present
  • 08/2014 → 05/2018
    The Ohio State University
    Columbus, OH
  • 06/2018 → 06/2019
    Summit Wealth Partners, Llc
    Naples, FL
  • 06/2019 → 02/2026
    Cerity Partners Llc
    Cleveland, OH
  • 03/2026 → Present
    Clearstead
    Cleveland, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-03
  • S65 Uniform Investment Adviser Law Examination
    2020-10-03

View on SEC IAPD

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FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
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VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
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