Unclaimed Profile

Samuel Rey Tenney

FIDELIS WEALTH ADVISORS, LLC·CASTLE ROCK, Colorado

SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 65CFPClean record24 years registeredFIDELIS WEALTH ADVISORS, LLC

20 N WILCOX STREET, CASTLE ROCK, CO 80104CRD# 4232443Firm CRD# 292551

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Samuel Rey Tenney · CASTLE ROCK, CO

Registration

CRD #4232443 · FIDELIS WEALTH ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

FIDELIS WEALTH ADVISORS

May 2018 – present

NORTHWEST ASSET MANAGEMENT

Jul 2017 – Aug 2018

CASTLE ROCK, CO

GALLACHER CAPITAL MANAGEMENT, LLC

Apr 2002 – Jul 2017

LONE TREE, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Series 65

Registration record

First registered · April 25, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIDELIS WEALTH ADVISORS, LLC

CRD 292551 · SEC 801-122530

AUM

$193M

Regulatory assets under management

Employees

1,005 client accounts

Services offered by FIDELIS WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FIDELIS WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Samuel Rey Tenney offer?

Samuel Rey Tenney specializes in Financial Planning, Investment Management. Contact their office in CASTLE ROCK, Colorado for a consultation.

What are Samuel Rey Tenney's credentials?

Samuel Rey Tenney holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Samuel Rey Tenney located?

Samuel Rey Tenney is based in CASTLE ROCK, Colorado, working with FIDELIS WEALTH ADVISORS, LLC. Their office serves clients in the CASTLE ROCK metropolitan area and surrounding communities.

How does Samuel Rey Tenney charge for services?

Samuel Rey Tenney's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIDELIS WEALTH ADVISORS, LLC?

FIDELIS WEALTH ADVISORS, LLC has approximately 7 employees and manages $193M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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