DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Craig Robert Cavicchia

Fc Wealth Solutions LLCindependent RIAWesterville, OhIA-onlyIAPD 5833449

Feed of 09/14/2026

Also filed as Craig Cavicchia

At current firm

9 y

since Mar 2, 2017

In the industry

15 y

since Dec 2, 2010 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Co-Founder, COOreportedfcwealthsolutions.comfirm site, Sep 16, 2026
founder other: “As a Co-Founder, Craig brings years of hands on experience helping clients make informed investment and financial planning decisions.”reportedfcwealthsolutions.comthe sentence on the bio page
Business email: craig@fcwealthsolutions.comreportedfcwealthsolutions.comfirm site, Sep 16, 2026
Professional profile: fcwealthsolutions.com/team/craig-cavicchiareportedfcwealthsolutions.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Fc Wealth Solutions LLC independent RIA current
since Mar 2, 2017 · Westerville, Oh
Northwest Asset Management independent RIA
Oct 25, 2016 to Mar 31, 2017 · Columbus, Oh
Sws Partners, LLC independent RIA
Dec 18, 2015 to Sep 19, 2016 · Columbus, Oh
Ameriprise Financial Services, LLC national BD
Mar 28, 2014 to Nov 10, 2015 · Columbus, Oh
Morgan Stanley wirehouse
May 1, 2012 to Apr 7, 2014 · Dublin, Oh
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Dec 9, 2010 to May 2, 2012 · Columbus, Oh

Moves

a registration end followed by a registration begin elsewhere

Northwest Asset Management to Fc Wealth Solutions LLC
left Mar 31, 2017, registered Mar 2, 2017 (-29 days) · Other
Sws Partners, LLC to Northwest Asset Management
left Sep 19, 2016, registered Oct 25, 2016 (36 days) · Other
Ameriprise Financial Services, LLC to Sws Partners, LLC
left Nov 10, 2015, registered Dec 18, 2015 (38 days) · Other · moved with a team
Morgan Stanley to Ameriprise Financial Services, LLC
left Apr 7, 2014, registered Mar 28, 2014 (-10 days) · Wirehouse to affiliated broker-dealer or bank
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Stanley
left May 2, 2012, registered May 1, 2012 (-1 days) · Wirehouse to wirehouse

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address