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Morgan Lee Desalvo

Cbiz Investment Advisory Services, LLC

Cleveland, OH

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Current Employers
Cbiz Investment Advisory Services, Llc

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2018-12-19
  • OH RA
    APPROVED
    Since 2018-12-19

Branch Locations

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • 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
Sequoia Financial Group, Llc Akron OH 10/2015 12/2018
Sequoia Financial Advisors, Llc Akron OH 10/2015 12/2018
Cbiz Investment Advisory Services Cleveland OH 12/2018 Present
  • 10/2015 → 12/2018
    Sequoia Financial Group, Llc
    Akron, OH
  • 10/2015 → 12/2018
    Sequoia Financial Advisors, Llc
    Akron, OH
  • 12/2018 → Present
    Cbiz Investment Advisory Services
    Cleveland, OH
Previous Registrations
  • 2015-11-06 → 2018-12-31
    Sequoia Financial Group, L.L.C.
    Akron, OH
  • 2011-10-05 → 2015-10-26
    Kestra Investment Services, Llc
    Bethesda, MD
  • 2010-09-03 → 2011-09-20
    Strategic Advisers Llc
    Reston, VA
  • 2006-06-26 → 2009-07-07
    Msi Financial Services, Inc.
    Newton Falls, OH
    Broadview Hts, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-02
S63 Uniform Securities Agent State Law Examination 2009-11-03
  • S66 Uniform Combined State Law Examination
    2010-09-02
  • S63 Uniform Securities Agent State Law Examination
    2009-11-03
Designations
Other Names
  • Morgan L Desalvo
  • Morgan L De Salvo
  • Morgan L Desalvo
  • Morgan Lee Desalvo
  • Morgan Desalvo Czeck
  • Morgan Desalvo Czeck
  • Morgan Desalvo Czeck

View on SEC IAPD

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FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
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