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Krista Allison Cavalieri

Krista A. Cavalieri

STRATEGIC ADVISERS | Financial Consultant I
WORTHINGTON, OH
Some features on this profile are disabled
CRD#: 5018689
Krista Allison Cavalieri

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
BD
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.

BD
CRD#: 39543
COLUMBUS, OH
Past

February 5, 2013 - July 8, 2013

ALLSTATE FINANCIAL SERVICES, LLC

BD
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

BD
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

BD
CRD#: 149777
GREENWICH, CT
Past

November 1, 2005 - September 13, 2010

UBS SECURITIES LLC

BD
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

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.
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
(8/9/2022)
RR
Georgia
(12/20/2024)
RR
Illinois
(7/21/2023)
RR
Indiana
(8/9/2022)
RR
Kentucky
(1/8/2026)
RR
Michigan
(8/9/2022)
RR
Montana
(10/22/2025)
RR
New Jersey
(7/24/2024)
RR
New York
(7/25/2024)
RR
North Carolina
(7/19/2024)
RR
Ohio
(7/25/2022)
IAR
Ohio
(3/31/2025)
RR
Pennsylvania
(1/15/2025)
RR
South Carolina
(10/3/2023)
RR
Texas
(8/25/2025)
IAR
Texas
(2/5/2026)
RR
Utah
(4/23/2025)
RR
West Virginia
(8/9/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 7/22/2022
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 10/9/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/13/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 31
Date: 1/28/2011
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 10/31/2005
General Securities Representative Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange

Current Firm

SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

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

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

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 Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

STRATEGIC ADVISERS LLC

Financial Consultant ICRD#: 104555Worthington, OH

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Contact information

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xxxxx@xxxx.xxx

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