Matthew Blake Michaels
Investment adviser representative at Fidelis Capital
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Fidelis CapitalAug 2022 to now
- Fidelis Capital Partners, LLCAug 2022 to now
- Wells Fargo Clearing ServicesFeb 2021 to Aug 2022
- Wells Fargo BankJun 2010 to Aug 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2001
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Fidelis Capital
Legal name: Fidelis Capital Partners, LLC
$2.3BAssets managed
232Clients
14Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2954923
- Firm CRD
- 322287