This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Sep 3, 2022

First registration

Oct 11, 2022

Dual registered

no

IAPD individual key

7343858

• Occurred

  Mar 26, 2025
  Advisor changed firm

  David Joseph Desalvo left Balanced Wealth Group Llc for Clearstead; Clearstead Advisory Solutions (registered 2025-04-29)

  Form ADVobserved 6 days ago
• Occurred

  Nov 10, 2023
  Advisor changed firm

  David Joseph Desalvo left Ameriprise Financial Services, Llc for Balanced Wealth Group Llc (registered 2023-11-02)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:29ddf105-9a95-6fd7-d6b1-8c03df14df8f

First observed

Oct 11, 2022

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.