Beneficial Owner · Fidelis Capital
Molly S Engles
CRD 8029016 · Named on Form ADV at one SEC-registered adviser
At a glance
Fidelis Capital, an SEC-registered wealth manager based in Tampa, FL with $2.3 billion in regulatory assets, lists Molly S Engles on its Form ADV as Beneficial Owner, a control person.
Firms and roles
- Fidelis CapitalBeneficial OwnerWealth manager · Tampa, FL · $2.3B in regulatory assets
AtlasMembers
Molly’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Richard F SimonettiChief Executive Officer, Fidelis Capital
- Matthew H. EllisManager, Fidelis Capital
- Justin D. JonesChief Operating Officer, Fidelis Capital
- Matthew P. MurrayChief Compliance Officer, Fidelis Capital
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Molly’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.