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Partner & Chief Operating Officer · Fidato Wealth LLC

Lindsay Fiore

CRD 7699831 · 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 Lindsay Fiore on its Form ADV as Partner & Chief Operating Officer.

Firms and roles

  • Fidato Wealth LLCPartner & Chief Operating OfficerWealth manager · Middleburg Heights, OH · $511M in regulatory assets

AtlasMembers

Lindsay’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
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lindsay’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.