Christopher R. Cassiere

FC WEALTH SOLUTIONS LLC

WESTERVILLE, OH 43082

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CRD#: 6264688

Professional summary

Christopher Roger Cassiere is a registered financial advisor currently at FC WEALTH SOLUTIONS LLC located in Westerville, Ohio.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Christopher has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Christopher Roger Cassiere'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®

None

Experience

Current

December 11, 2020 - Present

FC WEALTH SOLUTIONS LLC

Office #1: 440 Polaris Parkway Suite 110, Westerville, OH 43082

RIA

CRD#: 286381

WESTERVILLE, OH

Past

February 21, 2014 - January 13, 2021

SHOKER INVESTMENTS

RIA

CRD#: 107857

OXFORD, OH

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".

FC WEALTH SOLUTIONS LLC

CRD#: 286381 / SEC#: 801-128522

RIA

Registered Investment Advisory firm - (1/5/2024 Approved)

Ohio

Registered Investment Advisory firm - (2/24/2017 Approved)

Texas

Registered Investment Advisory firm - (6/6/2018 Conditional Restricted)

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
(12/11/2020)

IAR

Texas
(12/11/2020)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/21/2014

Uniform Investment Adviser Law Examination

Current Firm

FC WEALTH SOLUTIONS LLC

CRD#: 286381 / SEC#: 801-128522

RIA

Registered Investment Advisory firm - (1/5/2024 Approved)

Ohio

Registered Investment Advisory firm - (2/24/2017 Approved)

Texas

Registered Investment Advisory firm - (6/6/2018 Conditional Restricted)

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Contact information

Main Address

440 Polaris Parkway Suite 110, Westerville, OH 43082

Mailing Address

Phone number

(614) 212-1015

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-FC WEALTH SOLUTIONS LLC (5/1/2025)

ADV PART 2B-CAVICCHIA (5/1/2025)

ADV PART 2B - COMBS (5/1/2025)

ADV PART 2B - CASSIERE (5/1/2025)

ADV PART 2B- FICKELL (5/1/2025)

Regulatory assets under management

Total Number of Accounts	355
AUM (Assets Under Management)	$ 199,400,000

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.

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Christopher R. Cassiere

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Roger Cassiere's CRS (Customer Relationship Summary).

Certified licenses

Experience

FC WEALTH SOLUTIONS LLC

SHOKER INVESTMENTS

Primary Firm SEC Registration

FC WEALTH SOLUTIONS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/21/2014

Current Firm

FC WEALTH SOLUTIONS LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FC WEALTH SOLUTIONS LLC

TRUST BUT VERIFY

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