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Eric T Pucek

Fidato Wealth LLC

Middleburg Heights, OH

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Current Employers
Fidato Wealth Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-08-07
  • OH RA
    APPROVED
    Since 2023-08-07

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
Ativo Capital Management, Llc Chicago IL 05/2014 Present
Fidato Wealth Llc Middleburg Heights OH 07/2023 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-01-20
  • S65 Uniform Investment Adviser Law Examination
    2015-01-20

View on SEC IAPD

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Other Offices

FOURTH DIMENSION WEALTH, LLC · MIDDLEBURG HEIGHTS, OH
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LPL FINANCIAL LLC · MIDDLEBURG HEIGHTS, OH
LPL FINANCIAL LLC · MIDDLEBURG HEIGHTS, OH
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WS WEALTH MANAGEMENT, LLC · MIDDLEBURG HEIGHTS, OH
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