Best Investors Account Sign in

Krista Allison Cavalieri

Strategic Advisers LLC

Columbus, OH

Worthington, OH

Claim This Profile
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-05
OH RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-02-05
  • OH RA
    APPROVED
    Since 2025-03-31

Branch Locations

1324 Polaris Pkwy Polaris Fashion Place, Columbus, OH 43240-2038 • United States

Worthington, OH • 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
Vawter Financial Ltd Columbus OH 07/2013 11/2016
Evolve Capital Llc Worthington OH 09/2016 08/2019
Budros, Ruhlin & Roe, Inc. Columbus OH 08/2019 11/2020
Ellevest, Inc. New York NY 01/2021 02/2022
Fidelity Investments Columbus OH 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2013 → 11/2016
    Vawter Financial Ltd
    Columbus, OH
  • 09/2016 → 08/2019
    Evolve Capital Llc
    Worthington, OH
  • 08/2019 → 11/2020
    Budros, Ruhlin & Roe, Inc.
    Columbus, OH
  • 01/2021 → 02/2022
    Ellevest, Inc.
    New York, NY
  • 03/2022 → Present
    Fidelity Investments
    Columbus, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Columbus, OH
  • 2021-01-07 → 2022-03-11
    Ellevest
    New York, NY
  • 2020-01-26 → 2021-01-15
    Budros, Ruhlin & Roe
    Columbus, OH
  • 2016-12-15 → 2019-12-31
    Evolve Capital Llc
    Worthington, OH
  • 2013-08-14 → 2016-11-07
    Vawter Financial Ltd
    Columbus, OH
  • 2011-10-14 → 2012-07-19
    Kestra Investment Services, Llc
    Westport, CT
  • 2010-11-03 → 2011-09-06
    Morgan Stanley
    Greenwich, CT
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-07-22
S66 Uniform Combined State Law Examination 2010-10-09
  • S63 Uniform Securities Agent State Law Examination
    2022-07-22
  • S66 Uniform Combined State Law Examination
    2010-10-09
Designations
Other Names
  • Krista Cavalieri
  • Krista A Munsey
  • Krista A Cavalieri

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDELMAN FINANCIAL ENGINES
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
SIGNATURE EQUITY PARTNERS, LLC
PARK AVENUE SECURITIES LLC
W&S BROKERAGE SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
RBC CAPITAL MARKETS, LLC

Other Investors

CARL DAVID WEISE
BEVERLY ANN RESSLER
DANIELLE BALL
HEATHER LYNN WITTEN
BRENT WAGNER
BRIAN ALOYSIUS CARRETTA
ANDREW C WAGES
Alan Robert Beymer

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
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH

More in Columbus, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor