Unclaimed Profile

Tracy Kindall

FIDATO WEALTH LLC·STRONGSVILLE, Ohio

Clean recordFIDATO WEALTH LLC

10749 PEARL ROAD, STRONGSVILLE, OH 44136CRD# 6769704Firm CRD# 158173

Profile Verification

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

Identity

Tracy Kindall · STRONGSVILLE, OH

Registration

CRD #6769704 · FIDATO WEALTH LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Tracy Kindall is a registered financial advisor based in STRONGSVILLE, 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# 6769704

Firm CRD# 158173

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Tracy Kindall offer?

Tracy Kindall specializes in Financial Planning, Investment Management. Contact their office in STRONGSVILLE, Ohio for a consultation.

What are Tracy Kindall's credentials?

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

Where is Tracy Kindall located?

Tracy Kindall is based in STRONGSVILLE, Ohio, working with FIDATO WEALTH LLC. Their office serves clients in the STRONGSVILLE metropolitan area and surrounding communities.

How does Tracy Kindall charge for services?

Tracy Kindall'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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