Unclaimed Profile

Richard F Simonetti

FIDELIS CAPITAL PARTNERS, LLC·TAMPA, Florida

SIE, Series 7, Series 7TO, Series 24, Series 63, Series 65, Series 66Clean record13 years registeredFIDELIS CAPITAL PARTNERS, LLC

4221 W BOY SCOUT BLVD, TAMPA, FL 33607CRD# 3069425Firm CRD# 322287

Profile Verification

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

Identity

Richard F Simonetti · TAMPA, FL

Registration

CRD #3069425 · FIDELIS CAPITAL PARTNERS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

FIDELIS CAPITAL

Aug 2022 – present

WELLS FARGO CLEARING SERVICES, LLC

Mar 2013 – Jun 2021

TAMPA, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · March 26, 2013

Years registered · 13

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 Richard F Simonetti offer?

Richard F Simonetti specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TAMPA, Florida for a consultation.

What are Richard F Simonetti's credentials?

Richard F Simonetti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard F Simonetti located?

Richard F Simonetti 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 Richard F Simonetti charge for services?

Richard F Simonetti'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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