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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.

  1. Fidelis Wealth AdvisorsFeb 2022 to now
  2. Club PilatesJul 2021 to Apr 2022
  3. Unemployed StudentAug 2020 to May 2024
  4. 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
Advisor's SEC record (opens in a new tab)
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