Unclaimed Profile

Eric T Pucek

FIDATO WEALTH LLC·MIDDLEBURG HEIGHTS, Ohio

Series 65Clean record11 years registeredFIDATO WEALTH LLC

7530 LUCERNE DR, MIDDLEBURG HEIGHTS, OH 44130CRD# 5489187Firm CRD# 158173

Profile Verification

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

Identity

Eric T Pucek · MIDDLEBURG HEIGHTS, OH

Registration

CRD #5489187 · FIDATO WEALTH LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FIDATO WEALTH LLC

FIDATO WEALTH LLC

Aug 2023 – May 2026

MIDDLEBURG HEIGHTS, OH

ATIVO CAPITAL MANAGEMENT, LLC

Jan 2015 – Jul 2023

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 20, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIDATO WEALTH LLC

CRD 158173 · SEC 801-108417

AUM

$334M

Regulatory assets under management

Employees

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 Eric T Pucek offer?

Eric T Pucek specializes in Financial Planning, Investment Management.

What are Eric T Pucek's credentials?

Eric T Pucek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric T Pucek located?

Eric T Pucek is based in MIDDLEBURG HEIGHTS, Ohio, last registered with FIDATO WEALTH LLC.

How does Eric T Pucek charge for services?

Eric T Pucek'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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