Financial ADVSR advisor directory · SEC adviser records
Fidelis Capital financial advisors
Every SEC-registered investment adviser representative at Fidelis Capital, by the state and city of the office they work from.
14 registered advisors work at Fidelis Capital, in 4 states and 4 cities; the most are in Tampa, FL (10). 0 list the CFP designation and 0 are also registered broker representatives.
Search every Fidelis Capital advisor by name →Fidelis Capital: assets, clients and custodians →
Cities with the most Fidelis Capital advisors
Fidelis Capital advisors by state
Questions
How many financial advisors does Fidelis Capital have?
14 investment adviser representatives are registered with Fidelis Capital, according to the SEC's Investment Adviser Public Disclosure records, in 4 states and 4 cities. 0 list the CFP designation and 0 are also registered as broker representatives.
Where does Fidelis Capital have the most advisors?
Tampa, FL, with 10 registered advisors, then Dallas, TX (2). By state, Florida has the most, with 10.
How do I find a Fidelis Capital financial advisor near me?
Pick your state below, then your city, to see every Fidelis Capital advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Fidelis Capital offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →