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David Joseph Desalvo

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 2025-04-29
  • OH RA
    APPROVED
    Since 2025-04-29

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
Ameriprise Financial Services Westlake OH 02/2021 11/2023
The Ohio State University Columbus OH 08/2018 05/2022
Saint Ignatius High School Cleveland OH 08/2014 08/2018
Balanced Wealth Group Llc Westlake OH 11/2023 03/2025
Clearstead; Hartland & Co., Llc; Clearstead Advisory Solutions Cleveland OH 03/2025 Present
  • 02/2021 → 11/2023
    Ameriprise Financial Services
    Westlake, OH
  • 08/2018 → 05/2022
    The Ohio State University
    Columbus, OH
  • 08/2014 → 08/2018
    Saint Ignatius High School
    Cleveland, OH
  • 11/2023 → 03/2025
    Balanced Wealth Group Llc
    Westlake, OH
  • 03/2025 → Present
    Clearstead; Hartland & Co., Llc; Clearstead Advisory Solutions
    Cleveland, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-03
  • S66 Uniform Combined State Law Examination
    2022-09-03
Designations

View on SEC IAPD

Other Firms

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INDEPENDENCE WEALTH ADVISORS, LLC
VOYA FINANCIAL ADVISORS, INC.
EAGLE STRATEGIES LLC
W&S BROKERAGE SERVICES, INC.
M HOLDINGS SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MAI CAPITAL MANAGEMENT, LLC

Other Investors

LAURA ANN COLLINS
ANDREW JOSEPH GIVENS
WILLIAM STONE HENRY
JOSEPH QUERY
Alec Acampora
William Eugene Tomlinson
Ashley Celeste Kabalan
MITCHELL ALBAN KOTHEIMER

Other Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
EAGLE STRATEGIES LLC · Independence, OH
W&S BROKERAGE SERVICES, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Independence, OH
FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH

More in Cleveland, OH

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