Krista
Cavalieri

Fidelity Personal And Workplace Advisors

CRD#5018689
Investment Advisor
in Columbus, OH

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About this Advisor

Krista Cavalieri is a certified financial planner based out of Columbus, Ohio with a total of 1 year of relevant experience. Cavalieri is currently employed by Fidelity Personal And Workplace Advisors. Throughout their career, Cavalieri has worked at Allstate Insurance Company, Cavalieri Wealth Management, Cambridge Investment Research, Inc, Vawter Financial LTD, Evolve Capital LLC, Budros, Ruhlin & Roe, Inc, Ellevest, Inc and Fidelity Investments. Cavalieri holds Series 66 and Series 63 licenses, certifying them as a securities broker, and is approved to work in Ohio. Fidelity Personal And Workplace Advisors is a firm headquartered in Boston, MA. It has offices in 3,093 locations and a total of 13,507 people on staff. It has $653 billion in assets under management among its 1,712,247 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 11 charitable organizations. Of its 1,712,247 client accounts, 31% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees typically are based on which services the firm provides the client. However, fee types billed by Fidelity Personal And Workplace Advisors most likely include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1324 Polaris Pkwy Polaris Fashion Place
Columbus, OH 43240

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

OH Average: $16,012,751,954
Total Number of Employees

13,507

OH Average: 118
Total Number of Accounts

1,712,247

OH Average: 4,567
Average Account Size

$381,106

OH Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Krista Cavalieri Work History

Krista has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Fidelity Investments

2021 - 2022 (1 year)

Ellevest, Inc

2019 - 2020 (1 year)

Budros, Ruhlin & Roe, Inc

2016 - 2019 (3 years)

Evolve Capital LLC

2013 - 2013 (< 1 year)

Allstate Insurance Company

2013 - 2013 (< 1 year)

Cavalieri Wealth Management

2013 - 2015 (2 years)

Cambridge Investment Research, Inc

2013 - 2016 (3 years)

Vawter Financial LTD

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Krista Cavalieri to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fidelity Personal And Workplace Advisors

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Randall Rogers
Smithfield, RI
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Laura Mccallum
Austin, TX
Michael Gefen
Fairfield, CT
Andrew Draluck
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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