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John Damiano

Fourth Dimension Wealth, LLC
28 Years of Experience
Middleburg Heights, OH
2 DisclosuresBroker
View SEC Summary
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John Damiano is a registered investment advisor at Fourth Dimension Wealth, LLC, based in Middleburg Heights, OH, with 28 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 631 clients with $360M in assets under management.

Fourth Dimension Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
631 clients
Average Client Portfolio
$565K average
Assets Under Management
$356.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum annual advisory fee is 2.50%. Fees are negotiable and charged quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

16600 W Sprague Rd Ste 450, Middleburg Heights, OH, 44130-6319

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2005
Settled
Customer Dispute
January 2005
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

John operates Clear Goal Financial, LLC as a DBA for his LPL business, dedicating full-time hours during securities trading. He also provides investment advisory services through Fourth Dimension Wealth LLC, an independent investment advisor firm, spending full-time hours on this activity as well.

Employment History
Current Registrations
Fourth Dimension Wealth, LLC
November 2022 - Present · 3 yrs 11 mos
LPL Financial LLC
February 2020 - Present · 6 yrs 8 mos
LPL Financial LLC
January 2020 - Present · 6 yrs 9 mos
LPL Financial LLCBroker
January 2020 - Present · 6 yrs 9 mos
Previous Registrations
Stratos Wealth Partners, LTD
January 2020 - October 2022 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2006 - January 2020 · 13 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2006 - January 2020 · 13 yrs 5 mos
Morgan Stanley
April 2001 - August 2006 · 5 yrs 4 mos
Morgan Stanley Dw INC.Broker
January 1998 - August 2006 · 8 yrs 7 mos
State Registrations15 states
AZCTFLGAHIMIMNMTNCNYOHOKORTXVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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