Profil
Mr. David A.
Flegal is a Lead Wealth Advisor at Fidato Wealth LLC.
His primary role at Fidato is leading client relationships and helping to enhance the tax planning services offered to Fidato clients.
He graduated from Baldwin Wallace University with an MBA and B.A.
in Finance & Accounting.
Aktive Positionen von Dave Flegal
| Unternehmen | Position | Beginn |
|---|---|---|
Fidato Wealth LLC
 Fidato Wealth LLC Investment ManagersFinance Fidato Wealth LLC is an independent registered investment advisor and wealth management firm headquartered in Middleburg Heights, Ohio. The firm was founded by Anthony (Tony) D?Amico in 2011. Fidato Wealth provides comprehensive financial planning and wealth management for successful families, individuals, and business owners. | Portfolio Manager-Aktien | 01.06.2023 |
Erfahrungen
Besetzte Positionen
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Beziehungen ersten Grades
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Herr
Frau
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Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Fidato Wealth LLC
Fidato Wealth LLC Investment ManagersFinance Fidato Wealth LLC is an independent registered investment advisor and wealth management firm headquartered in Middleburg Heights, Ohio. The firm was founded by Anthony (Tony) D?Amico in 2011. Fidato Wealth provides comprehensive financial planning and wealth management for successful families, individuals, and business owners. | Finance |
