Aaron Wall
Investment adviser representative at Fidelis Capital
13 yearsExperience
1 stateRegistered in
CFADesignation
$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
13 years in the industry.
- Fidelis CapitalSep 2023 to now
- Bank of AmericaApr 2017 to Jul 2023
- Salisbury UniversityAug 2013 to May 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7805948
- Firm CRD
- 322287