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Marissa Grace Beyer

FIDATO WEALTH LLC·MIDDLEBURG HEIGHTS, Ohio
Clean record13 years registeredFIDATO WEALTH LLC
7530 LUCERNE DR, MIDDLEBURG HEIGHTS, OH 44130CRD# 5003332Firm CRD# 158173

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marissa Grace Beyer · MIDDLEBURG HEIGHTS, OH
Registration
CRD #5003332 · FIDATO WEALTH LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

FIDATO WEALTH LLC
Sep 2020 – present
TRUE WEALTH DESIGN, LLC
Mar 2016 – Aug 2020
AKRON, OH
RAV FINANCIAL
Nov 2012 – Jul 2015
BEACHWOOD, OH
02

Registrations & Exams

Registration record
First registered · November 21, 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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05

Frequently Asked Questions

What services does Marissa Grace Beyer offer?
Marissa Grace Beyer specializes in Financial Planning, Investment Management. Contact their office in MIDDLEBURG HEIGHTS, Ohio for a consultation.
What are Marissa Grace Beyer's credentials?
Marissa Grace Beyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marissa Grace Beyer located?
Marissa Grace Beyer 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 Marissa Grace Beyer charge for services?
Marissa Grace Beyer'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

Amy Josephine D'amico
MIDDLEBURG HEIGHTS, OH
Anthony Serafino D'amico
MIDDLEBURG HEIGHTS, OH
Brian Eberhardt
MIDDLEBURG HEIGHTS, OH
Eric T Pucek
MIDDLEBURG HEIGHTS, OH

More Advisors in MIDDLEBURG HEIGHTS, Ohio

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Keith L. Sechler
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (430)COLUMBUS (229)CLEVELAND (169)BEACHWOOD (76)DUBLIN (50)AKRON (50)DAYTON (34)INDEPENDENCE (30)WESTLAKE (28)NEW ALBANY (24)
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Research
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