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Financial ADVSR advisor directory · SEC adviser records

Fidelis Capital financial advisors in Tampa, FL

Every SEC-registered investment adviser representative at a Fidelis Capital office in Tampa, A to Z.

4 registered advisors work at Fidelis Capital in Tampa, out of 12 at the firm nationwide; it ranks number 79 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Fidelis Capital advisors in Tampa, A to Z

Every Fidelis Capital advisor →

Fidelis Capital advisors in every city and state →Fidelis Capital: assets, clients and custodians →Advisor Moves: who changed firms this week →

Fidelis Capital advisors in other cities

Bethesda, MD 3Dallas, TX 3Greenwich, CT 1Saint Charles, MO 1

Other firms in Tampa

All Tampa advisors →

Fisher Investments 351Morgan Stanley 296J. W. Cole Advisors, Inc. 218Concurrent Investment Advisors, LLC 135Merrill Lynch, Pierce, Fenner & Smith Incorporated 109Independent Financial Partners 95LPL Financial LLC 87Florida Financial Advisors, LLC 78J.P. Morgan Securities LLC 72Ameriprise Financial Services, LLC 64Wells Fargo Clearing Services, LLC 63Calton & Associates, Inc. 59

Questions

How many financial advisors does Fidelis Capital have in Tampa?

4 investment adviser representatives are registered at Fidelis Capital offices in Tampa, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Fidelis Capital one of the largest advisor employers in Tampa?

Fidelis Capital ranks number 79 in Tampa by registered advisors; Fisher Investments has the most, with 351.

How do I check a Fidelis Capital advisor in Tampa?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.