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Paul J Ayotte

Fidelis Capital

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About Paul J Ayotte

Paul Ayotte is an investment advisor representative with Fidelis Capital. Paul has over 22 years of experience in the financial services industry and holds the Series 7, Series 63, and Series 65 licenses. Paul is registered with the state of Florida and Texas and specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.

Firm Information

Paul Ayotte is currently registered with Fidelis Capital. Fidelis Capital is an investment advisor located in Tampa, FL. They manage approximately $1.68 billion in assets for 957 clients, including individuals, businesses, charitable organizations, and pension plans. The firm offers financial planning, pension consulting, selection of other advisors, and portfolio management services.
Fidelis Capital

4221 W BOY SCOUT BLVD

TAMPA, FL 33607

$1.68B

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul Ayotte’s Registration & Firm History

FL

09/09/2022 - Present

Fidelis Capital (TAMPA FL)

FL

01/03/2011 - 08/18/2022

WELLS FARGO CLEARING SERVICES, LLC (TAMPA FL)

FL

06/06/2006 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (TAMPA FL)

FL

09/11/2000 - 06/07/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BONITA SPRINGS FL)

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Licenses & Designations

IA

Issued 01/30/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/10/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul J Ayotte.
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