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Financial ADVSR advisor directory · SEC adviser records

Fidato Wealth LLC financial advisors in Middleburg Heights, OH

Every SEC-registered investment adviser representative at a Fidato Wealth LLC office in Middleburg Heights, A to Z.

The short answer

5 registered advisors work at Fidato Wealth LLC in Middleburg Heights, out of 5 at the firm nationwide; it ranks number 2 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Fidato Wealth LLC advisors in Middleburg Heights, A to Z

Every Fidato Wealth LLC advisor →

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

Other firms in Middleburg Heights

All Middleburg Heights advisors →

Fourth Dimension Wealth, LLC 8LPL Financial LLC 3

Questions

How many financial advisors does Fidato Wealth LLC have in Middleburg Heights?

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

Is Fidato Wealth LLC one of the largest advisor employers in Middleburg Heights?

Fidato Wealth LLC ranks number 2 in Middleburg Heights by registered advisors; Fourth Dimension Wealth, LLC has the most, with 8.

How do I check a Fidato Wealth LLC advisor in Middleburg Heights?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.