MB
Morris W. Beverage
CETERA INVESTMENT ADVISERS LLC
MENTOR, OH 44060
Some features on this profile are disabled
CRD#: 4221215
MB
Professional summary
Morris W. Beverage III, who also goes by Morris W. Beverage, Morris Wade Beverage III, Morris W Beverage, Morris Beverage, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Mentor, Ohio and CETERA WEALTH SERVICES, LLC located in Mentor, Ohio.
Morris is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Morris has worked at 11 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Morris W. Beverage | Morris Wade Beverage Iii | Morris W Beverage | Morris Beverage
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) M.W. Beverage Properties, LLC; Member; LLC I opened for a real estate purchase.� No longer in use and needs to be shut down at the state.; NIR; 1; 0; 03/15/2021; 8450 Mentor Ave Mentor OH 44060; No further duties other than to shut it down at the state.� 2) M.W. Beverage Inc.; Shareholder; Company offers investment , retirement, financial planning and college fund planning, life insurance; IR; 160; 105; 12/19/2014; 8450 Mentor Avenue Mentor OH 44060; I prospect potential clients, meet with clients, review investment strategies, implement new investment strategies, give investment and retirement planning advice. 3) Blakely Insurance, Inc.; Owner; Property &casualty agency��; IR; 1; 15; 01/01/2023; 8450 Mentor Ave Mentor OH 44060; I run the business and carry the insurance contracts and agency licenses in my name.� I have an employee who manages the vast majority of day to day tasks. 4) Lighthouse Delivery Services, LLC; Owner; Entity opened in 2020 and never used it or conducted business activity with it.� It still shows active with the state, which I need to update and close out.� The intent of the business was to enable restaurants to contract with their servers to turn them into delivery drivers during covid� ; NIR; 1; 0; 03/17/2020; 8450 Mentor Ave Mentor OH 44060; No duties or responsibilities other than I need to shut it down. 5) Northeast Ohio Area Coordinating Agency; Board Member; As a county commissioner, and board member of this MPO(metropolitan planning organization.)� MPO's coordinate, evaluate, and advocate for Dept of Transportation grants and funding ��; NIR; 1; 1; 01/24/2025; 1299 Superior Avenue Cleveland OH 44114; Attend board meetings, hire, manage executive director, evaluate & advocate for infrastructure projects. 6) Lake County Land Bank; board member; As commissioner i automatically get appointed to the county land bank.� Entity handle distressed properties in my county.� They buy them, fix them up, and sell them.; NIR; 1; 0; 01/09/2025; 8 North State Street Painesville OH 44077; attend board meetings, hire and manage the executive director, make decisions regarding funding opportunities and programs related to distressed properties. 7) Lake County Board of Revisions; board member; the commissioner, auditor, and treasurer review property valuation disputes.; NIR; 1; 1; 01/09/2025; 105 Main St Painesville OH 44077; the panel of 3 elected officials listen to property owners dispute their property valuations and decide whether to raise or lower them. 8) Lake County Planning Commission; member; the planning commission reviews zoning and planning laws and changes.; NIR; 1; 0; 01/09/2025; 105 Main Street Painesville OH 44077; attend meetings, review zoning laws and proposed changes, review street plans, review engineer and utility plans, review subdivision plans 9)Lake County Solid Waste Management Policy Committee; member; a committee to supervise the county landfill.; NIR; 1; 1; 01/09/2025; 105 Main Street Painesville OH 44077; attend 1 or 2 meetings and decision making for the Lake County Landfill. 10) Lake County Investment Committee; member; 2 commissioners and the treasurer form this committee to review the investments for the county.��; NIR; 1; 1; 01/09/2025; 105 Main Street Painesville OH 44077; attend quarterly meetings, select the investment adviser and evaluate the job they do.�Currently its Meeder Investments, offering funds through Meeder Distribution services.� the adviser has nothing to do with my firm or anyone related to me, personally or professionally.� it appears they are not affiliated with a broker dealer.� they help develop the investment policy in accordance with Ohio Revised Code laws.
CRS (Client Relationship Summary) - RIA
Click below to view Morris W. Beverage III's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 8450 Mentor Ave Suite 100, Mentor, OH 44060RIA
CRD#: 105644
MENTOR, OH
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 8450 Mentor Ave Suite 100, Mentor, OH 44060BD
CRD#: 13572
Mentor, OH
Past
August 1, 2025 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Mentor, OH
Past
July 29, 2025 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Mentor, OH
Past
January 3, 2020 - July 30, 2025
LPL FINANCIAL LLC
RIA
CRD#: 6413
MENTOR, OH
Past
January 4, 2016 - January 2, 2025
LIGHTHOUSE ADVISERS, LLC
RIA
CRD#: 281793
MENTOR, OH
Past
January 16, 2015 - September 8, 2016
LPL FINANCIAL LLC
RIA
CRD#: 6413
MENTOR, OH
Past
January 16, 2015 - July 30, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
MENTOR, OH
Past
March 1, 2010 - January 20, 2015
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
MENTOR, OH
Past
February 26, 2010 - January 20, 2015
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
MENTOR, OH
Past
November 20, 2007 - March 2, 2010
NCA FINANCIAL PLANNERS
RIA
CRD#: 120086
MAYFIELD HEIGHTS, OH
Past
November 13, 2007 - March 3, 2010
OSAIC WEALTH, INC.
BD
CRD#: 23131
MAYFIELD HTS, OH
Past
March 6, 2006 - October 1, 2007
NATCITY INVESTMENTS, INC.
RIA
CRD#: 17490
MENTOR, OH
Past
March 4, 2006 - October 1, 2007
NATCITY INVESTMENTS, INC.
BD
CRD#: 17490
MENTOR, OH
Past
April 30, 2001 - February 24, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PEPPER PIKE, OH
Past
October 2, 2000 - February 24, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PEPPER PIKE, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(9/5/2025)
RR
Georgia(9/5/2025)
RR
Illinois(9/5/2025)
RR
Indiana(9/5/2025)
RR
Michigan(9/5/2025)
RR
North Carolina(9/5/2025)
RR
Ohio(9/5/2025)
IAR
Ohio(9/5/2025)
RR
Pennsylvania(9/5/2025)
RR
South Carolina(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Mentor, OH 44060TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
