AUMdb
RF

Richard F Simonetti

CRD 3069425

Firms

FirmRoleAs of
Fidelis Capital Partners, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Ownership stakes

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗