Christy
Fabian
Fidelis Capital
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About this Advisor
Christy Fabian is a financial advisor based in Tampa, Florida, working with Fidelis Capital. Christy has previously held positions at Suntrust Investment Services, Inc, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Equity Services Inc, Rockefeller Financial LLC, and Fidelis Capital Partners, LLC. Christy has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida and Texas. Currently, Christy is part of Fidelis Capital, which operates out of Tampa, Florida. The firm has 3 offices and 18 employees. The firm manages assets totaling $917.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Fidelis Capital includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fidelis Capital Brokerage Details
$917,161,150
18
525
$1,746,974
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Christy Fabian Work History
Fidelis Capital Partners, LLC
Equity Services Inc
Rockefeller Financial LLC
Wells Fargo Clearing Services, LLC
Suntrust Investment Services, Inc
Wells Fargo Advisors, LLC
Disclosures
Please visit the SEC profile of Christy Fabian to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fidelis Capital
Dallas, TX
Tampa, FL
Dallas, TX
Tampa, FL
Tampa, FL
Bethesda, MD
Bethesda, MD
Tampa, FL
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