Morgan Lee Desalvo

Employer firm

Cbiz Investment Advisory Services, LLC CRD 286002

$12.8B regulatory AUM 768 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2010-09-02
• S63 Uniform Securities Agent State Law Examination
  2009-11-03

Designations

• Certified Financial Planner

Other Names

• Morgan L Desalvo
• Morgan L De Salvo
• Morgan L Desalvo
• Morgan Lee Desalvo
• Morgan Desalvo Czeck
• Morgan Desalvo Czeck
• Morgan Desalvo Czeck