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Andrew J. Outcalt

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 2026-08-18
  • OH RA
    APPROVED
    Since 2026-08-18

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
Capital Advisors, Ltd. Shaker Heights OH 05/2017 08/2017
Ubs Chicago IL 06/2018 08/2018
Ubs Chicago IL 08/2019 05/2021
Ohio Wesleyan University Delaware OH 08/2015 05/2019
Unemployed Chicago IL 06/2019 07/2019
J.P. Morgan Securities Llc Palm Beach Gardens FL 05/2021 08/2024
Jpmorgan Chase Bank, N.A. Palm Beach Gardens FL 05/2021 08/2024
Commonwealth Financial Network Waltham MA 08/2024 07/2026
Cary Stamp & Company Tequesta FL 08/2024 07/2026
Fidato Wealth Llc Middleburg Heights OH 08/2026 Present
  • 05/2017 → 08/2017
    Capital Advisors, Ltd.
    Shaker Heights, OH
  • 06/2018 → 08/2018
    Ubs
    Chicago, IL
  • 08/2019 → 05/2021
    Ubs
    Chicago, IL
  • 08/2015 → 05/2019
    Ohio Wesleyan University
    Delaware, OH
  • 06/2019 → 07/2019
    Unemployed
    Chicago, IL
  • 05/2021 → 08/2024
    J.P. Morgan Securities Llc
    Palm Beach Gardens, FL
  • 05/2021 → 08/2024
    Jpmorgan Chase Bank, N.A.
    Palm Beach Gardens, FL
  • 08/2024 → 07/2026
    Commonwealth Financial Network
    Waltham, MA
  • 08/2024 → 07/2026
    Cary Stamp & Company
    Tequesta, FL
  • 08/2026 → Present
    Fidato Wealth Llc
    Middleburg Heights, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-14
  • S66 Uniform Combined State Law Examination
    2021-09-14
Designations
Other Names
  • Andrew Joseph Outcalt

View on SEC IAPD

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Other Investors

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CHRISTOPHER LANCE NEWCOMB
SALVATORE JOHN DANGELO
James Fredrick Collins
Thomas R Cirincione
Michael John Fedj
JOSEPH JOHN RUDNICKI
Andrew Payne Ulrich

Other Offices

FOURTH DIMENSION WEALTH, LLC · MIDDLEBURG HEIGHTS, OH
THE ESTATE PLANNING TEAM, INC. · MIDDLEBURG HEIGHTS, OH
LPL FINANCIAL LLC · MIDDLEBURG HEIGHTS, OH
LPL FINANCIAL LLC · MIDDLEBURG HEIGHTS, OH
IP FINANCIAL ADVISORY SERVICES LLC · Middleburg Heights, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Cleveland, OH
WS WEALTH MANAGEMENT, LLC · MIDDLEBURG HEIGHTS, OH
TA-CHECK FINANCIAL LTD. · STRONGSVILLE, OH

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