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Craig Robert Cavicchia

Investment Adviser Representative at FC Wealth Solutions LLC

Westerville, OHCRD #5833449Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Craig Robert Cavicchia is an investment adviser representative with FC Wealth Solutions LLC in Westerville, OH, where they have been registered since 2017. They have worked in the securities industry since 2011 and have been registered with 6 firms, including Northwest Asset Management and SWS Partners, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Ohio.

Office

579 Executive Campus Drive Suite 230
Westerville, OH 43082

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Ohio

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/2/2010
SIE
Securities Industry Essentials Examination
Passed 11/10/2015
Series 7
General Securities Representative Examination
Passed 10/29/2010

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

FC Wealth Solutions LLCCurrent
3/2/2017 – Westerville, OH
Northwest Asset Management
10/25/2016 – 3/31/2017Columbus, OH
SWS Partners, LLC
12/18/2015 – 9/19/2016Columbus, OH
Ameriprise Financial Services, Inc.
3/28/2014 – 11/10/2015Columbus, OH
Morgan Stanley
5/1/2012 – 4/7/2014Dublin, OH
Merrill Lynch, Pierce, Fenner & Smith Incorporated
12/9/2010 – 5/2/2012Upper Arlington, OH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Northwest Asset Management
    Oct 2016 – Feb 2017Mercer Island, WA
  2. FC Wealth Solutions LLC
    Oct 2016 – no end date reportedPowell, OH

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About FC Wealth Solutions LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Firm's annual rate schedule by assets
  • $0 - $2,000,0001.50%
  • $2,000,001 - $5,000,0001.00%
  • $5,000,001 and up0.85%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Investment Management and Financial Planning, including data-driven investment strategies and individualized financial planning strategies.

Financial PlanningPortfolio Management for Individuals and Small Businesses
Firm areas of expertise
Investment ManagementFinancial PlanningData-driven AnalysisRisk ManagementPortfolio ManagementWealth Management

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
4
Offices listed on AdvisorFinder:
1
Main office:
Westerville, OH
SEC file number:
801-128522

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 14, 2026

View full firm profile

Other advisors at FC Wealth Solutions LLC

3 other advisors in the directory

View FC Wealth Solutions LLC firm profile

Similar advisors in Westerville, OH

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Craig Robert Cavicchia has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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