Eric
Pucek
Fidato Wealth LLC
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About this Advisor
Eric Pucek is a financial advisor based in Cleveland, Ohio, working with Fidato Wealth LLC. Eric has previously held positions at Ativo Capital Management, LLC and Fidato Wealth LLC. Eric has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Eric is part of Fidato Wealth LLC, which operates out of Cleveland, Ohio. The firm has 12 employees and manages assets totaling $334.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Fidato Wealth LLC includes asset-based and fixed fees.
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Fidato Wealth LLC Brokerage Details

$334,451,451

12

965

$346,582
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Eric Pucek Work History
Fidato Wealth LLC
Ativo Capital Management, LLC
Disclosures
Please visit the SEC profile of Eric Pucek to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fidato Wealth LLC
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
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