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Cassandra Kneen

FIDELIS CAPITAL PARTNERS, LLC·TAMPA, Florida
SIE, Series 7TO, Series 63Clean recordFIDELIS CAPITAL PARTNERS, LLC
4221 W BOY SCOUT BLVD, TAMPA, FL 33607CRD# 7759847Firm CRD# 322287

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cassandra Kneen · TAMPA, FL
Registration
CRD #7759847 · FIDELIS CAPITAL PARTNERS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
FIDELIS CAPITAL PARTNERS, LLC
CRD 322287 · SEC 801-126176
AUM
$917M
Regulatory assets under management
Employees
18
525 client accounts
Services offered by FIDELIS CAPITAL PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FIDELIS CAPITAL PARTNERS, LLC →
Introduction

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Frequently Asked Questions

What services does Cassandra Kneen offer?
Cassandra Kneen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TAMPA, Florida for a consultation.
What are Cassandra Kneen's credentials?
Cassandra Kneen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cassandra Kneen located?
Cassandra Kneen is based in TAMPA, Florida, working with FIDELIS CAPITAL PARTNERS, LLC. Their office serves clients in the TAMPA metropolitan area and surrounding communities.
How does Cassandra Kneen charge for services?
Cassandra Kneen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIDELIS CAPITAL PARTNERS, LLC?
FIDELIS CAPITAL PARTNERS, LLC has approximately 18 employees and manages $917M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FIDELIS CAPITAL PARTNERS, LLC

Timothy Barnard Kneen
TAMPA, FL
Richard F Simonetti
TAMPA, FL
Christy Jean Fabian
TAMPA, FL

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