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Financial ADVSR advisor directory · SEC adviser records

Fidato Wealth LLC financial advisors in Ohio

Every SEC-registered investment adviser representative at a Fidato Wealth LLC office in Ohio, by city and A to Z.

The short answer

5 registered advisors work at Fidato Wealth LLC in Ohio, out of 6 nationwide; it's the firm's number 1 state by advisors, and the most are in Middleburg Heights (6). 4 list the CFP designation and 0 are also registered broker representatives.

Fidato Wealth LLC advisors by city in Ohio

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Middleburg Heights 6

Fidato Wealth LLC advisors in Ohio, A to Z

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Fidato Wealth LLC advisors in every state →Fidato Wealth LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Fidato Wealth LLC financial advisors are in Ohio?

5 investment adviser representatives are registered at Fidato Wealth LLC offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 6 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Where in Ohio does Fidato Wealth LLC have the most advisors?

Middleburg Heights, with 6. Fidato Wealth LLC has advisors in 1 city in Ohio.

How do I check a Fidato Wealth LLC advisor in Ohio?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Fidato Wealth LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.