DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)15 years in industry

KRISTA ALLISON CAVALIERI

Advisor at STRATEGIC ADVISERS LLC

COLUMBUS, OH | WORTHINGTON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ee3a8b46-b317-3f97-2df9-35755e6a689d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Nov 3, 2010 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 9, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Oct 9, 2010
First registration: Nov 3, 2010
Dual registered: yes, broker-dealer
Other names: KRISTA CAVALIERI|KRISTA A MUNSEY|KRISTA A CAVALIERI
IAPD individual key: 5018689

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	COLUMBUS, OH\|WORTHINGTON, OH	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 28, 2022	Mar 31, 2025	no	COLUMBUS, OH	Previous registration
Ellevest	Independent wealth	Jan 7, 2021	Mar 11, 2022	no	NEW YORK, NY	Previous registration
BUDROS, RUHLIN & ROE	Former SEC adviser	Jan 26, 2020	Jan 15, 2021	no	COLUMBUS, OH	Previous registration
EVOLVE CAPITAL LLC	n/a	Dec 15, 2016	Dec 31, 2019	no	WORTHINGTON, OH	Previous registration
VAWTER FINANCIAL LTD	Independent wealth	Aug 14, 2013	Nov 7, 2016	no	COLUMBUS, OH	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Oct 14, 2011	Jul 19, 2012	no	WESTPORT, CT	Previous registration
MORGAN STANLEY	Wirehouse	Nov 3, 2010	Sep 6, 2011	no	Greenwich, CT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
Ellevest	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Mar 11, 2022	Jul 28, 2022	139	Firm change	RIA to ibd
BUDROS, RUHLIN & ROE	Ellevest	Jan 15, 2021	Jan 7, 2021	-8	Firm change	RIA to RIA
EVOLVE CAPITAL LLC	BUDROS, RUHLIN & ROE	Dec 31, 2019	Jan 26, 2020	26	Firm change	Other
VAWTER FINANCIAL LTD	EVOLVE CAPITAL LLC	Nov 7, 2016	Dec 15, 2016	38	Firm change	Other
NFP ADVISOR SERVICES, LLC	VAWTER FINANCIAL LTD	Jul 19, 2012	Aug 14, 2013	391	Firm change	Other
MORGAN STANLEY	NFP ADVISOR SERVICES, LLC	Sep 6, 2011	Oct 14, 2011	38	Firm change	Other

Relationships

Registered with (8)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 28, 2022 to Mar 31, 2025factForm ADV
→ ELLEVESTRegistered adviserregistration: previous registration
Jan 7, 2021 to Mar 11, 2022factForm ADV
→ BUDROS, RUHLIN & ROERegistered adviserregistration: previous registration
Jan 26, 2020 to Jan 15, 2021factForm ADV
→ EVOLVE CAPITAL LLCRegistered adviserregistration: previous registration
Dec 15, 2016 to Dec 31, 2019factForm ADV
→ VAWTER FINANCIAL LTDRegistered adviserregistration: previous registration
Aug 14, 2013 to Nov 7, 2016factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Oct 14, 2011 to Jul 19, 2012factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Nov 3, 2010 to Sep 6, 2011factForm ADV

Dated events

Occurred
Mar 11, 2022
Advisor changed firm
Krista Allison Cavalieri left Ellevest for Fidelity Personal And Workplace Advisors (registered 2022-07-28)
Form ADVobserved 6 days ago