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Financial ADVSR advisor directory · SEC adviser records

Fidelis Capital financial advisors in Dallas, TX

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

3 registered advisors work at Fidelis Capital in Dallas, out of 12 at the firm nationwide; it ranks number 155 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Fidelis Capital advisors in Dallas, 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

Tampa, FL 4Bethesda, MD 3Greenwich, CT 1Saint Charles, MO 1

Other firms in Dallas

All Dallas advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 233J.P. Morgan Securities LLC 228Morgan Stanley 226UBS Financial Services Inc. 137Goldman Sachs Wealth Services, L.P. 94Cetera Investment Advisers LLC 85Wells Fargo Clearing Services, LLC 83Rockefeller Financial LLC 78LPL Financial LLC 73Hilltop Securities Inc. 70Momentum Independent Network Inc. 69Strategic Advisers LLC 68

Questions

How many financial advisors does Fidelis Capital have in Dallas?

3 investment adviser representatives are registered at Fidelis Capital offices in Dallas, Texas, 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 Dallas?

Fidelis Capital ranks number 155 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 233.

How do I check a Fidelis Capital advisor in Dallas?

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.