John Steven Damiano

Fourth Dimension Wealth, LLC

27 Years of Experience

2 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching

Fourth Dimension Wealth, LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

591 clients

Average Client Portfolio

$480K average

Assets Under Management

$283.6M

Fee Structure

Minimum Investment:$10K

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 Report How 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

LPL Financial LLCBroker

January 2020 - Present · 6 yrs 1 mo

Morgan Stanley

April 2001 - August 2006 · 5 yrs 4 mos

Morgan Stanley Dw INC.Broker

January 1998 - August 2006 · 8 yrs 7 mos

State Registrations13 states

CTFLGAMIMNMTNCNYOHOKORTXVT

AdvisorBrokerBoth

Exams

No exam information available for this advisor.