Unclaimed Profile

Timothy Barnard Kneen

FIDELIS CAPITAL PARTNERS, LLC·TAMPA, Florida

Series 7, Series 63, Series 65Clean record25 years registeredFIDELIS CAPITAL PARTNERS, LLC

4221 W BOY SCOUT BLVD, TAMPA, FL 33607CRD# 1332458Firm CRD# 322287

Profile Verification

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

Identity

Timothy Barnard Kneen · TAMPA, FL

Registration

CRD #1332458 · FIDELIS CAPITAL PARTNERS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FIDELIS CAPITAL PARTNERS, LLC

PRIVATE WEALTH ASSET MANAGEMENT

Aug 2021 – Oct 2022

CEDAR RAPIDS, IA

LUMINA ADVISORS, LLC

Jun 2019 – Dec 2020

PARKER, CO

LUMINA ADVISORS, LLC

Dec 2017 – Dec 2018

PARKER, CO

IFAM CAPITAL

Apr 2015 – Sep 2017

FORT COLLINS, CO

IFAM CAPITAL

Apr 2015 – Apr 2015

FORT COLLINS, CO

IFM CAPITAL ADVISORS, LLC

Jan 2014 – Mar 2015

GREENWOOD VILLAGE, CO

UBS FINANCIAL SERVICES INC.

Oct 2007 – Feb 2014

DENVER, CO

CITIGROUP GLOBAL MARKETS INC.

Feb 2001 – Oct 2007

ENGLEWOOD, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · February 22, 2001

Years registered · 25

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

Speak with Timothy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Timothy is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in TAMPA?

Browse all registered financial advisors in TAMPA, Florida or claim this profile if it's yours.

Browse TAMPA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Timothy Barnard Kneen offer?

Timothy Barnard Kneen specializes in Financial Planning, Investment Management, Wealth Management.

What are Timothy Barnard Kneen's credentials?

Timothy Barnard Kneen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Barnard Kneen located?

Timothy Barnard Kneen is based in TAMPA, Florida, last registered with FIDELIS CAPITAL PARTNERS, LLC.

How does Timothy Barnard Kneen charge for services?

Timothy Barnard 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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →