Krista A. Cavalieri

STRATEGIC ADVISERS LLC | Financial Consultant I

WORTHINGTON, OH

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CRD#: 5018689

Professional summary

Krista Allison Cavalieri, CFP®, who also goes by Krista A Cavalieri, Krista Cavalieri, Krista A Munsey, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Worthington, Ohio and FIDELITY BROKERAGE SERVICES LLC located in Columbus, Ohio.

Krista is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Krista has worked at 12 firms and has passed the Series 63, Series 66, Series 7TO, Series 31 and Series 7 exams.

Biography

I am a Certified Financial Planning® professional. I believe financial planning brings with it potential. Potential to move successfully through the tough times and take advantage of the good times. Financial planning is so much more than financial. Surely, there are financial implications that come with each decision, but these decisions are personal, and they are personal to you. Planning is about dreaming, living, and navigating life. That is what I am here to help with. 

Question & Answer

What are your service offerings?

Education Planning

Insurance Planning

Investment Planning

Tax Planning

Estate Planning

Comprehensive Financial Planni...

Retirement Planning

Are you a "fiduciary"?

Yes

Aliases

Krista A Cavalieri | Krista Cavalieri | Krista A Munsey

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 Krista Allison Cavalieri'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

Start date: 2013

Education

Ohio State University

Bachelor of Science (BS) - Finance & International Business

2003

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 1324 Polaris Pkwy Polaris Fashion Place, Columbus, OH 43240

RIA

CRD#: 104555

WORTHINGTON, OH

Current

June 14, 2022 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 1324 Polaris Pkwy Polaris Fashion Place, Columbus, OH 43240

CRD#: 7784

Columbus, OH

Past

July 28, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

COLUMBUS, OH

Past

January 7, 2021 - March 11, 2022

ELLEVEST

RIA

CRD#: 175476

NEW YORK, NY

Past

January 26, 2020 - January 15, 2021

BUDROS, RUHLIN & ROE

RIA

CRD#: 106536

COLUMBUS, OH

Past

December 15, 2016 - December 31, 2019

EVOLVE CAPITAL LLC

RIA

CRD#: 285668

WORTHINGTON, OH

Past

August 14, 2013 - November 7, 2016

VAWTER FINANCIAL LTD

RIA

CRD#: 108830

COLUMBUS, OH

Past

July 16, 2013 - June 18, 2015

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

COLUMBUS, OH

Past

February 5, 2013 - July 8, 2013

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

DUBLIN, OH

Past

October 14, 2011 - July 19, 2012

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

WESTPORT, CT

Past

October 14, 2011 - July 19, 2012

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

WESTPORT, CT

Past

November 3, 2010 - September 6, 2011

MORGAN STANLEY

RIA

CRD#: 149777

GREENWICH, CT

Past

November 3, 2010 - September 6, 2011

MORGAN STANLEY

CRD#: 149777

GREENWICH, CT

Past

November 1, 2005 - September 13, 2010

UBS SECURITIES LLC

CRD#: 7654

STAMFORD, CT

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".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 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.

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

Florida
(8/9/2022)

Georgia
(12/20/2024)

Illinois
(7/21/2023)

Indiana
(8/9/2022)

Michigan
(8/9/2022)

Montana
(10/22/2025)

New Jersey
(7/24/2024)

New York
(7/25/2024)

North Carolina
(7/19/2024)

Ohio
(7/25/2022)

IAR

Ohio
(3/31/2025)

Pennsylvania
(1/15/2025)

South Carolina
(10/3/2023)

Texas
(8/25/2025)

Utah
(4/23/2025)

West Virginia
(8/9/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 7/22/2022

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/9/2010

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/13/2022

General Securities Representative Examination

General Industry/Product Exam

Series 31

Date: 1/28/2011

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/31/2005

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Krista A. Cavalieri

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Krista Allison Cavalieri's CRS (Customer Relationship Summary).

Certified licenses

Education

Ohio State University

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

ELLEVEST

BUDROS, RUHLIN & ROE

EVOLVE CAPITAL LLC

VAWTER FINANCIAL LTD

CAMBRIDGE INVESTMENT RESEARCH, INC.

ALLSTATE FINANCIAL SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY

UBS SECURITIES LLC

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/22/2022

Series 66

Date: 10/9/2010

Series 7TO

Date: 6/13/2022

Series 31

Date: 1/28/2011

Series 7

Date: 10/31/2005

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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