Richard F Simonetti
Investment adviser representative at Fidelis Capital
14 yearsExperience
2 statesRegistered in
$2.3BFirm assets
4 yearsFirm in business
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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
14 years in the industry.
- Fidelis CapitalApr 2023 to now
- Fidelis Capital Partners, LLCMar 2022 to now
- Private Wealth Asset ManagementOct 2021 to Mar 2022
- Fifth Third BankJul 2021 to Oct 2021
- UnemployedMay 2021 to Jul 2021
- Wells FargoJun 2012 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
- Series 66 · Uniform Combined State Law2013
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
- 3069425
- Firm CRD
- 322287