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Steven Adam Cavalieri

Summit Financial Strategies Inc

Columbus, OH

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Current Employers
Summit Financial Strategies Inc

4111 Worth Ave. #510, Columbus, OH 43219-3599 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-10-27
  • OH RA
    APPROVED
    Since 2023-10-27

Branch Locations

4111 Worth Ave. #510, Columbus, OH 43219-3599 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Worthington OH 02/2021 06/2021
Mariner Investment Group Harrison NY 12/2013 01/2021
Delta Capital Management, Inc. Dublin OH 06/2021 09/2021
Summit Financial Strategies Inc. Columbus OH 10/2021 01/2024
Summit Financial Strategies Inc. Columbus OH 01/2024 Present
Summit Financial Strategies Inc. Columbus OH 01/2024 03/2025
Summit Financial Strategies Inc. Columbus OH 03/2025 Present
Previous Registrations
Designations

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
STRATEGIC ADVISERS LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH

More in Columbus, OH

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