Anthony Serafino D'amico
Investment adviser representative at Fidato Wealth LLC
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$510.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Fidato Wealth LLCDec 2008 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Fidato Wealth LLC
$510.8MAssets managed
303Clients
7Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5753413
- Firm CRD
- 158173