Unclaimed
Benjamin A. Hilyard is an Investment Advisor Representative at Fidelis Capital. Benjamin is registered with the state of Maryland as an Investment Advisor Representative. Benjamin has 17 years of experience in the financial services industry. Benjamin specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for individuals, and portfolio management for businesses. Fidelis Capital is an SEC registered investment advisor firm with offices in Tampa, Florida and Bethesda, Maryland. The firm has approximately $1.68 Billion in assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
05/16/2024 - Present
Fidelis Capital (TAMPA FL)
IA
Issued 05/16/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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