Unclaimed Profile

Brian Eberhardt

FIDATO WEALTH LLC·MIDDLEBURG HEIGHTS, Ohio

Clean recordFIDATO WEALTH LLC

7530 LUCERNE DR, MIDDLEBURG HEIGHTS, OH 44130CRD# 6610764Firm CRD# 158173

Profile Verification

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

Identity

Brian Eberhardt · MIDDLEBURG HEIGHTS, OH

Registration

CRD #6610764 · FIDATO WEALTH LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brian Eberhardt is a registered financial advisor based in MIDDLEBURG HEIGHTS, Ohio, affiliated with FIDATO WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FIDATO WEALTH LLC

AUM

$334M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FIDATO WEALTH LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6610764

Firm CRD# 158173

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Eberhardt offer?

Brian Eberhardt specializes in Financial Planning, Investment Management. Contact their office in MIDDLEBURG HEIGHTS, Ohio for a consultation.

What are Brian Eberhardt's credentials?

Brian Eberhardt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Eberhardt located?

Brian Eberhardt 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 Brian Eberhardt charge for services?

Brian Eberhardt'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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