Marissa Grace Beyer

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 08/2020
  True Wealth Design, Llc
  Akron, OH
• 08/2020 → Present
  Fidato Wealth Llc
  Middleberg Heights, OH

Previous Registrations

• 2016-03-03 → 2020-08-14
  True Wealth Design, Llc
  Akron, OH
• 2012-11-21 → 2015-07-07
  Rav Financial
  Beachwood, OH

Other Businesses

NORWEX; NOT INVESTMENT RELATED; 12211 CHESTNUT CIRCLE BRECKSVILLE, OH 44141; CLEANING PRODUCT BUSINESS; SALES CONSULTANT; START DATE: 09/23/2021; 4-6 HOURS/MONTH; 0 HOURS DURING TRADING; WORKS AS A CONSULTANT TO SELL CLEANING PRODUCTS OR TO ANSWER QUESTIONS THAT CUSTOMERS HAVE RELATING TO PURCHASING THE PRODUCTS. MOSTLY WORKS WITH FRIENDS AND FAMILY MEMBERS AND MAINLY WORKS WHEN A CUSTOMER REACHES OUT.

Designations

• Certified Financial Planner

Other Names

• Marissa Grace Beyer
• Marissa Grace De Liberato