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Amy Josephine D'AMico

Fidato Wealth LLC

Middleburg Heights, OH

CRD 6126277

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Employer firm

Fidato Wealth LLC CRD 158173

$511M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Fidato Wealth Llc

7530 Lucerne Dr Suite 400, Middleburg Heights, OH 44130 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2012-10-09
  • OH RA
    APPROVED
    Since 2012-10-09

Branch Locations

7530 Lucerne Dr Suite 400, Middleburg Heights, OH 44130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidato Wealth Llc Middleburg Heights OH 06/2009 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-09-28
  • S65 Uniform Investment Adviser Law Examination
    2012-09-28
Other Names
  • Amy Josephine Zubek

View on SEC IAPD

Nearby Firms

FOURTH DIMENSION WEALTH, LLC
THE ESTATE PLANNING TEAM, INC.
LPL FINANCIAL LLC

Nearby Investors

DOUGLAS RYAN MAGERS
CHRISTOPHER LANCE NEWCOMB
SALVATORE JOHN DANGELO

Nearby Offices

FOURTH DIMENSION WEALTH, LLC · MIDDLEBURG HEIGHTS, OH
THE ESTATE PLANNING TEAM, INC. · MIDDLEBURG HEIGHTS, OH
LPL FINANCIAL LLC · MIDDLEBURG HEIGHTS, OH

More in Middleburg Heights, OH

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