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Amy Josephine D'amico

FIDATO WEALTH LLC·MIDDLEBURG HEIGHTS, Ohio
Series 65Clean record13 years registeredFIDATO WEALTH LLC
7530 LUCERNE DR, MIDDLEBURG HEIGHTS, OH 44130CRD# 6126277Firm CRD# 158173

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Amy Josephine D'amico · MIDDLEBURG HEIGHTS, OH
Registration
CRD #6126277 · FIDATO WEALTH LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

FIDATO WEALTH LLC
Oct 2012 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 9, 2012
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FIDATO WEALTH LLC
CRD 158173 · SEC 801-108417
AUM
$334M
Regulatory assets under management
Employees
12
965 client accounts
Services offered by FIDATO WEALTH LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FIDATO WEALTH LLC →
Introduction

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Frequently Asked Questions

What services does Amy Josephine D'amico offer?
Amy Josephine D'amico specializes in Financial Planning, Investment Management. Contact their office in MIDDLEBURG HEIGHTS, Ohio for a consultation.
What are Amy Josephine D'amico's credentials?
Amy Josephine D'amico is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Josephine D'amico located?
Amy Josephine D'amico is based in MIDDLEBURG HEIGHTS, Ohio, working with FIDATO WEALTH LLC. Their office serves clients in the MIDDLEBURG HEIGHTS metropolitan area and surrounding communities.
How does Amy Josephine D'amico charge for services?
Amy Josephine D'amico's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIDATO WEALTH LLC?
FIDATO WEALTH LLC has approximately 12 employees and manages $334M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FIDATO WEALTH LLC

Marissa Grace Beyer
MIDDLEBURG HEIGHTS, OH
Anthony Serafino D'amico
MIDDLEBURG HEIGHTS, OH
Brian Eberhardt
MIDDLEBURG HEIGHTS, OH
Eric T Pucek
MIDDLEBURG HEIGHTS, OH

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