FIDATO WEALTH LLC of MIDDLEBURG HEIGHTS, OH is an SEC-registered investment adviser (CRD 158173). Regulatory assets under management: $510.8M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Amy Josephine D'Amico | TRUSTEE | — |
| Anthony Serafino D'Amico | TRUSTEE | — |
| Brian Eberhardt | PARTNER & LEAD WEALTH ADVISOR | — |
| Marissa Grace Beyer | PARTNER & SENIOR WEALTH ADVISOR | — |
| Lindsay Fiore | PARTNER & CHIEF OPERATING OFFICER; PARTNER & DIRECTOR OF OPERATIONS | — |
| Eric T Pucek | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | — |
| PUCEK ERIC T | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | — |
| D'AMICO ANTHONY SERAFINO | CHIEF COMPLIANCE OFFICER; FOUNDER, MANAGING PARTNER & CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER (+2 more) | — |
| Kindall Tracy | COMPLIANCE MANAGER | — |
| D'AMICO AMY JOSEPHINE | MANAGING MEMBER; PRESIDENT & MANAGING PARTNER; TRUSTEE | — |
| Eberhardt Brian | PARTNER & LEAD WEALTH ADVISOR | — |
| BEYER MARISSA GRACE | PARTNER & SENIOR WEALTH ADVISOR | — |
| Fiore Lindsay | PARTNER & DIRECTOR OF OPERATIONS; PARTNER & OPERATIONS MANAGER | — |
| Ian James Mcdonald | CHIEF COMPLIANCE OFFICER | — |