Unclaimed Profile

Robert Allen Dimeo

FIDUCIENT ADVISORS LLC·CHICAGO, Illinois

Series 7, Series 63, Series 65Clean record2 years registeredFIDUCIENT ADVISORS LLC

500 W MADISON STREET, CHICAGO, IL 60661-4593CRD# 1307439Firm CRD# 106720

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Allen Dimeo · CHICAGO, IL

Registration

CRD #1307439 · FIDUCIENT ADVISORS LLC · 2 years registered

Brand Profile

Not yet started

Career History

FIDUCIENT ADVISORS LLC

Mar 2024 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · March 29, 2024

Years registered · 2

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIDUCIENT ADVISORS LLC

CRD 106720 · SEC 801-48820

AUM

$55.9B

Regulatory assets under management

Employees

218

1,094 client accounts

Services offered by FIDUCIENT ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FIDUCIENT ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Robert Allen Dimeo offer?

Robert Allen Dimeo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Robert Allen Dimeo's credentials?

Robert Allen Dimeo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Allen Dimeo located?

Robert Allen Dimeo is based in CHICAGO, Illinois, working with FIDUCIENT ADVISORS LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Robert Allen Dimeo charge for services?

Robert Allen Dimeo's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIDUCIENT ADVISORS LLC?

FIDUCIENT ADVISORS LLC has approximately 218 employees and manages $55.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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