Karley Grace Fidani
Investment adviser representative at Fidelis Wealth Advisors
12 yearsExperience
1 stateRegistered in
$210.4MFirm 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
- Seminars and workshops
Experience
12 years in the industry.
- Fidelis Wealth AdvisorsFeb 2022 to now
- Club PilatesJul 2021 to Apr 2022
- Unemployed StudentAug 2020 to May 2024
- UnemployedAug 2014 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
Fidelis Wealth Advisors
Legal name: Fidelis Wealth Advisors, LLC
$210.4MAssets managed
210Clients
5Advisers
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
- 7967712
- Firm CRD
- 292551