Robert Dodaro (CRD# 6799094) is an Investment Advisor Representative working at Prism Wealth Management LLC in Wooster, OH and has over 6 years of experience in the finance industry.
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 6264080
Huntington Financial Advisors
CRD# 5532114
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prism Wealth Management LLC | Wooster, OH | May 2022 - Current | 1 |
| United Way Of Wayne And Holmes Counties | Wooster, OH | Apr 2021 - Current | 3 |
| Prism Wealth Management, LLC | Creston, OH | Jun 2017 - Current | 6 |
| Robert L. Dodaro, Sole Proprietor | Wooster, OH | Nov 2012 - Current | 11 |
| Ae Wealth Management, LLC | Topeka, KS | Sep 2018 - Aug 2022 | 3 |
| Star Financial Wealth Management | Wooster, OH | Jan 2018 - Oct 2018 | < 1 |
| Global Financial Private Capital, LLC | Sarasota, FL | Jun 2017 - Aug 2018 | 1 |
| Star Financial, LLC | Wooster, OH | Jun 2017 - Dec 2017 | < 1 |
| Star Strategies, LLC | Wooster, OH | Jun 2010 - Jun 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2017 |
- OH
-
Total Assets Under Management43MILLIONS
-
Total Number of Accounts399ACCOUNTS
-
Average Account Value$106,516
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
OH
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