Steven Adam Cavalieri appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Steven Adam Cavalieri appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-11-05 | Form ADV | SUMMIT FINANCIAL STRATEGIES INC | CHIEF INVESTMENT OFFICER | COLUMBUS, OH |