Unclaimed Profile

Craig Robert Cavicchia

FC WEALTH SOLUTIONS LLC·WESTERVILLE, Ohio

SIE, Series 7, Series 66Clean record15 years registeredFC WEALTH SOLUTIONS LLC

440 POLARIS PARKWAY SUITE 110, WESTERVILLE, OH 43082CRD# 5833449Firm CRD# 286381

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Craig Robert Cavicchia · WESTERVILLE, OH

Registration

CRD #5833449 · FC WEALTH SOLUTIONS LLC · 15 years registered

Brand Profile

Not yet started

Career History

FC WEALTH SOLUTIONS LLC

Mar 2017 – present

NORTHWEST ASSET MANAGEMENT

Oct 2016 – Mar 2017

COLUMBUS, OH

SWS PARTNERS, LLC

Dec 2015 – Sep 2016

COLUMBUS, OH

AMERIPRISE FINANCIAL SERVICES, INC.

Mar 2014 – Nov 2015

COLUMBUS, OH

MORGAN STANLEY

May 2012 – Apr 2014

DUBLIN, OH

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Dec 2010 – May 2012

UPPER ARLINGTON, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · December 9, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FC WEALTH SOLUTIONS LLC

CRD 286381 · SEC 801-128522

AUM

$326M

Regulatory assets under management

Employees

299 client accounts

Services offered by FC WEALTH SOLUTIONS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FC WEALTH SOLUTIONS LLC →

Introduction

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Frequently Asked Questions

What services does Craig Robert Cavicchia offer?

Craig Robert Cavicchia specializes in Financial Planning, Investment Management. Contact their office in WESTERVILLE, Ohio for a consultation.

What are Craig Robert Cavicchia's credentials?

Craig Robert Cavicchia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig Robert Cavicchia located?

Craig Robert Cavicchia is based in WESTERVILLE, Ohio, working with FC WEALTH SOLUTIONS LLC. Their office serves clients in the WESTERVILLE metropolitan area and surrounding communities.

How does Craig Robert Cavicchia charge for services?

Craig Robert Cavicchia's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FC WEALTH SOLUTIONS LLC?

FC WEALTH SOLUTIONS LLC has approximately 3 employees and manages $326M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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