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Richard F Simonetti

Fidelis Capital

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About Richard F Simonetti

Richard Simonetti is a registered investment advisor representative with Fidelis Capital. Richard is a highly experienced investment professional with over 20 years of experience in the financial services industry. Richard specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Richard has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals. Richard has a proven track record of success and is dedicated to providing personalized service to each client.

Firm Information

Richard Simonetti 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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Richard Simonetti’s Registration & Firm History

FL

04/27/2023 - Present

Fidelis Capital (TAMPA FL)

FL

03/12/2013 - 06/07/2021

WELLS FARGO CLEARING SERVICES, LLC (TAMPA FL)

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Licenses & Designations

BOTH

Issued 03/22/2013

Series 66 - Uniform Combined State Law Examination

IA

Issued 05/23/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/24/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/25/2024

Series 24 - General Securities Principal Examination

BC

Issued 03/25/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard F Simonetti.
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