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Anthony Serafino D'Amico

Investment Adviser Representative at Fidato Wealth LLC

Middleburg Heights, OHCRD #5753413Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Anthony Serafino D'Amico is an investment adviser representative with Fidato Wealth LLC in Middleburg Heights, OH, where they have been registered since 2011. They have worked in the securities industry since 2010 and were previously registered with Brookstone Capital Management LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Ohio and Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Ohio, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/13/2010

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Fidato Wealth LLCCurrent
7/25/2011 – Middleburg Heights, OH
Brookstone Capital Management LLC
1/26/2010 – 8/29/2011Strongsville, OH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Fidato Wealth LLC
    Dec 2008 – no end date reportedMiddleburg Heights, OH

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Fidato Wealth LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Firm account minimum
$1,500,000 (waivable)
Firm's annual rate schedule by assets
  • First $1,000,0001.50%
  • $1,000,001 to $3,000,0001.00%
  • $3,000,001 to $5,000,0000.80%
  • $5,000,001 to $10,000,0000.70%

+2 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
6
Offices listed on AdvisorFinder:
1
Main office:
Middleburg Heights, OH
SEC file number:
801-108417

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 2, 2026

View full firm profile

Other advisors at Fidato Wealth LLC

5 other advisors in the directory

View Fidato Wealth LLC firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Anthony Serafino D'Amico has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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