Andrew J. Outcalt
FIDATO WEALTH | Business Analyst
MIDDLEBURG HEIGHTS, OH 44130
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CRD#: 6801193
Andrew J. OutcaltFIDATO WEALTH
Professional summary
Andrew J. Outcalt, who also goes by Andrew Joseph Outcalt, is a registered financial advisor currently at FIDATO WEALTH LLC located in Middleburg Heights, Ohio.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Andrew has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Always Fiduciary
Biography
Andrew J. Outcalt serves as the team’s business analyst and is integral to the financial management of client’s accounts. He is responsible for managing day-to-day business activities, clients’ account oversight, banking, credit, and lending for the team. He works closely with clients as a Series 7 and 66 licensed financial professional while solving problems. Prior to joining J.P. Morgan, Andrew worked at UBS Asset Management (Chicago) and Capital Advisors, Ltd. Andrew is a graduate from the Ohio Wesleyan University with a B.A. degree in Finance Economics and minor in Accounting. He was a college student-athlete, serving as team captain for the varsity golf team. Andrew is passionate about family, volunteering, and his hometown of Cleveland.
Aliases
Andrew Joseph Outcalt
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Fixed insurance sales; Located at 225 Chimney Corner Lane, Suite 2001, Jupiter, FL 33458, as of 05/01/2026; 5% of time spent during business hours; Conducted at branch location; Investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew J. Outcalt's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 18, 2026 - Present
FIDATO WEALTH LLC
Office #1: 7530 Lucerne Dr Suite 400, Middleburg Heights, OH 44130RIA
CRD#: 158173
MIDDLEBURG HEIGHTS, OH
Past
August 27, 2024 - August 3, 2026
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
Jupiter, FL
Past
August 26, 2024 - August 3, 2026
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
Jupiter, FL
Past
October 18, 2021 - August 17, 2024
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
PALM BEACH GARDENS, FL
Past
July 16, 2021 - August 17, 2024
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
PALM BEACH GARDENS, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FW
FIDATO WEALTH LLC
FIDATO WEALTH LLC | THE FIDATO GROUP LLC | SAFEGUARD FINANCIAL, LLC | FIDATO WEALTH, LLC
CRD#: 158173 / SEC#: 801-108417
RIA
Registered Investment Advisory firm - (9/29/2016 Approved)California
Registered Investment Advisory firm - (10/30/2016 Terminated)Minnesota
Registered Investment Advisory firm - (10/3/2016 Terminated)Ohio
Registered Investment Advisory firm - (9/30/2016 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(8/18/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/16/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
FW
FIDATO WEALTH LLC
FIDATO WEALTH LLC | THE FIDATO GROUP LLC | SAFEGUARD FINANCIAL, LLC | FIDATO WEALTH, LLC
CRD#: 158173 / SEC#: 801-108417
RIA
Registered Investment Advisory firm - (9/29/2016 Approved)California
Registered Investment Advisory firm - (10/30/2016 Terminated)Minnesota
Registered Investment Advisory firm - (10/3/2016 Terminated)Ohio
Registered Investment Advisory firm - (9/30/2016 Terminated)Loading...
Contact information
Main Address
7530 Lucerne Dr Suite 400, Middleburg Heights, OH 44130
Mailing Address
Phone number
(440) 572-5552
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,032 |
| AUM (Assets Under Management) | $ 406,511,047 |
Red Flags
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Company Information
FIDATO WEALTH LLC
Business AnalystCRD#: 158173Middleburg Heights, OH 44130TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
