Krista M. Cavalieri Carr

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → Present
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-10-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC
• 2017-01-20 → 2017-12-13
  Strategic Advisers Llc
  Jacksonville, FL

Other Businesses

OBA-130350|OrgNmn:Content Creation|Org Addr:Durham,North Caro,US|OBA Nature:I do not have a business set u|Invst Rel:N|Title:Content Creator|Duties:Reading, filming, editing and posting content.|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|OBA-14048|OrgNmn:Southern Skies Events, LLC|Org Addr:Durham,North Caro,US|OBA Nature:Event planning|Invst Rel:N|Title:Independent Sales Contractor|Duties:I will be helping sell wedding planning contracts and finding partnership with vendors as well as assisting during weddings|StrtDt:09-20-19|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2023-06-28
• S63 Uniform Securities Agent State Law Examination
  2021-06-10

Other Names

• Krista Marie Cavalieri
• Krista M Cavalieri
• Krista Marie Cavalieri Carr