# MORGAN LEE DESALVO

MORGAN LEE DESALVO is an investment adviser representative (IAR) with state registration records since 2006, appearing at 5 firms. Currently registered with CBIZ INVESTMENT ADVISORY SERVICES, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CBIZ INVESTMENT ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/286002) | 2018-12-19 | present | Yes |
| [SEQUOIA FINANCIAL ADVISORS, L.L.C.](https://search.stillhousedata.com/firm/117756) | 2015-11-06 | 2018-12-31 | — |
| [KESTRA INVESTMENT SERVICES, LLC](https://search.stillhousedata.com/firm/42046) | 2011-10-05 | 2015-10-26 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2010-09-03 | 2011-09-20 | — |
| [MSI FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14251) | 2006-06-26 | 2009-07-07 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4982193)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4982193.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.