Andrew J. Outcalt

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

• 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

• 2024-08-27 → 2026-08-03
  Commonwealth Financial Network
  Jupiter, FL
• 2021-10-18 → 2024-08-17
  J.P. Morgan Securities Llc
  Palm Beach Gardens, FL

Exams

• S66 Uniform Combined State Law Examination
  2021-09-14

Designations

• Certified Financial Planner

Other Names

• Andrew Joseph Outcalt