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Morgan L. Desalvo

CBIZ INVESTMENT ADVISORY SERVICES
Cleveland, OH 44131
Some features on this profile are disabled
CRD#: 4982193
MD

Professional summary

Morgan Lee Desalvo, CFP®, who also goes by Morgan Desalvo Czeck, Morgan L De Salvo, Morgan L Desalvo, is a registered financial advisor currently at CBIZ INVESTMENT ADVISORY SERVICES, LLC located in Cleveland, Ohio.

Morgan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Morgan has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Morgan Desalvo Czeck | Morgan L De Salvo | Morgan L Desalvo

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Morgan Lee Desalvo's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Experience

Current

December 19, 2018 - Present

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Office #1: 5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131
RIA
CRD#: 286002
Cleveland, OH
Past

November 6, 2015 - December 31, 2018

SEQUOIA FINANCIAL GROUP, L.L.C.

RIA
CRD#: 117756
AKRON, OH
Past

October 5, 2011 - October 26, 2015

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
BETHESDA, MD
Past

October 5, 2011 - October 26, 2015

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
BETHESDA, MD
Past

September 3, 2010 - September 20, 2011

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
RESTON, VA
Past

June 9, 2010 - September 19, 2011

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
RESTON, VA
Past

July 27, 2009 - April 30, 2010

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
RESTON, VA
Past

June 26, 2006 - July 7, 2009

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
NEWTON FALLS, OH
Past

March 28, 2006 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

March 28, 2006 - July 7, 2009

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

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
CBIZ INVESTMENT ADVISORY SERVICES, LLC
CBIZ INVESTMENT ADVISORY SERVICES, LLC | THE INR TEAM OF CBIZ IAS | CBIZ RETIREMENT PLAN SERVICES

CRD#: 286002 / SEC#: 801-108996

RIA
Registered Investment Advisory firm - (2/8/2017 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.

Highlighted states indicate IAR registrations

IAR
Ohio
(12/19/2018)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/2/2010
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/3/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/26/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/1/2010
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/27/2006
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CI
CBIZ INVESTMENT ADVISORY SERVICES, LLC
CBIZ INVESTMENT ADVISORY SERVICES, LLC | THE INR TEAM OF CBIZ IAS | CBIZ RETIREMENT PLAN SERVICES

CRD#: 286002 / SEC#: 801-108996

RIA
Registered Investment Advisory firm - (2/8/2017 Approved)
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Contact information

Main Address
5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131
Mailing Address
Phone number
(216) 447-9000
Established
Firm type
Fiscal year end
# of Employees
86

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CBIZ IAS BROCHURE NO WRAP (3/27/2025)
THE CBIZ INR WRAP BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts2,658
AUM (Assets Under Management)$ 10,491,932,749

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CBIZ INVESTMENT ADVISORY SERVICES, LLC

CRD#: 286002Cleveland, OH 44131

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