Financial ADVSR advisor directory · SEC adviser records
Fidelis Capital financial advisors in Florida
Every SEC-registered investment adviser representative at a Fidelis Capital office in Florida, by city and A to Z.
4 registered advisors work at Fidelis Capital in Florida, out of 12 nationwide; it's the firm's number 1 state by advisors, and the most are in Tampa (4). 1 list the CFP designation and 0 are also registered broker representatives.
Fidelis Capital advisors by city in Florida
Every firm in Florida →Fidelis Capital advisors in Florida, A to Z
Search by name →- Johnathan L. ButlerTampa
- Matthew H. EllisTampa
- Matthew B. MichaelsTampa · Certified Financial Planner
- Richard F. SimonettiTampa
Fidelis Capital advisors in every state →Fidelis Capital: assets, clients and custodians →Advisor Moves: who changed firms this week →
Fidelis Capital in other states
Questions
How many Fidelis Capital financial advisors are in Florida?
4 investment adviser representatives are registered at Fidelis Capital offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 12 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in Florida does Fidelis Capital have the most advisors?
Tampa, with 4. Fidelis Capital has advisors in 1 city in Florida.
How do I check a Fidelis Capital advisor in Florida?
Each advisor below 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. Advisors are listed at the city of the Fidelis Capital office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.