Unclaimed Profile

Christy Jean Fabian

FIDELIS CAPITAL PARTNERS, LLC·TAMPA, Florida

SIE, Series 7, Series 9, Series 10, Series 63, Series 66, Series 99TOClean record11 years registeredFIDELIS CAPITAL PARTNERS, LLC

4221 W BOY SCOUT BLVD, TAMPA, FL 33607CRD# 5872007Firm CRD# 322287

Profile Verification

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

Identity

Christy Jean Fabian · TAMPA, FL

Registration

CRD #5872007 · FIDELIS CAPITAL PARTNERS, LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FIDELIS CAPITAL PARTNERS, LLC

FIDELIS CAPITAL

Sep 2022 – May 2025

TAMPA, FL

ROCKEFELLER CAPITAL MANAGEMENT

Sep 2020 – Oct 2021

Saratoga Springs, NY

ESI FINANCIAL ADVISORS

Feb 2020 – Sep 2020

MONTPELIER, VT

WELLS FARGO CLEARING SERVICES, LLC

Oct 2014 – Dec 2019

BURLINGTON, VT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 66

Series 99TO

Registration record

First registered · October 21, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIDELIS CAPITAL PARTNERS, LLC

CRD 322287 · SEC 801-126176

AUM

$917M

Regulatory assets under management

Employees

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 Christy Jean Fabian offer?

Christy Jean Fabian specializes in Financial Planning, Investment Management, Wealth Management.

What are Christy Jean Fabian's credentials?

Christy Jean Fabian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christy Jean Fabian located?

Christy Jean Fabian is based in TAMPA, Florida, last registered with FIDELIS CAPITAL PARTNERS, LLC.

How does Christy Jean Fabian charge for services?

Christy Jean Fabian'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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