Christopher F Tate
Investment adviser representative at Fidelis Capital
15 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
15 years in the industry.
- Fidelis CapitalNov 2023 to now
- Fidelis Capital Partners, LLCSep 2023 to now
- Bank of America, Private BankOct 2017 to Jun 2023
- Wells Fargo, Private BankOct 2011 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (DC, 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
- 7805982
- Firm CRD
- 322287