Steven Adam Cavalieri
Chief Investment OfficerSummit Financial Strategies IncCRD 7382048
About Steven Adam Cavalieri
Steven Adam Cavalieri is listed as Chief Investment Officer at Summit Financial Strategies Inc in Columbus, OH. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Summit Financial Strategies Inc
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Steven Adam Cavalieri work?
Steven Adam Cavalieri is listed as Chief Investment Officer at Summit Financial Strategies Inc on SEC Form ADV.
How much of Summit Financial Strategies Inc does Steven Adam Cavalieri own?
Form ADV reports a beneficial ownership band of Under 5%.
Summit Financial Strategies Inc
| Title | Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |