Trustee · Fidato Wealth LLC
Anthony S. D'amico
CRD 5753413 · Named on Form ADV at one SEC-registered adviser
At a glance
Fidato Wealth LLC, an SEC-registered wealth manager based in Middleburg Heights, OH with $511 million in regulatory assets, lists Anthony S. D'amico on its Form ADV as Trustee, a control person.
Firms and roles
- Fidato Wealth LLCTrusteeWealth manager · Middleburg Heights, OH · $511M in regulatory assets
AtlasMembers
Anthony’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Brian EberhardtPartner & Lead Wealth Advisor, Fidato Wealth LLC
- Marissa G. BeyerPartner & Senior Wealth Advisor, Fidato Wealth LLC
- Lindsay FiorePartner & Chief Operating Officer, Fidato Wealth LLC
- Ian J. McDonaldChief Compliance Officer, Fidato Wealth LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Anthony’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.