Steven Adam Cavalieri is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with SUMMIT FINANCIAL STRATEGIES INC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT FINANCIAL STRATEGIES INC | 2023-10-27 | present | Yes |
| DELTA CAPITAL MANAGEMENT, INC. | 2021-06-10 | 2021-09-23 | — |