Financial ADVSR advisor directory · SEC adviser records
Fidelis Wealth Advisors financial advisors
Every SEC-registered investment adviser representative at Fidelis Wealth Advisors, by the state and city of the office they work from.
4 registered advisors work at Fidelis Wealth Advisors, in 3 states and 3 cities; the most are in Castle Rock, CO (2). 0 list the CFP designation and 1 are also registered broker representatives.
Search every Fidelis Wealth Advisors advisor by name →Who joined and left Fidelis Wealth Advisors →Fidelis Wealth Advisors: assets, clients and custodians →
Cities with the most Fidelis Wealth Advisors advisors
Fidelis Wealth Advisors advisors by state
Questions
How many financial advisors does Fidelis Wealth Advisors have?
4 investment adviser representatives are registered with Fidelis Wealth Advisors, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 3 cities. 0 list the CFP designation and 1 are also registered as broker representatives.
Where does Fidelis Wealth Advisors have the most advisors?
Castle Rock, CO, with 2 registered advisors, then Big Piney, WY (1). By state, Colorado has the most, with 2.
How do I find a Fidelis Wealth Advisors financial advisor near me?
Pick your state below, then your city, to see every Fidelis Wealth Advisors 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 Wealth Advisors 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 →