Matthew Blake Michaels

Employer firm

Fidelis Capital CRD 322287

$2.28B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2010 → 08/2022
  Wells Fargo Bank
  Tampa, FL
• 02/2021 → 08/2022
  Wells Fargo Clearing Services
  Tampa, FL
• 08/2022 → Present
  Fidelis Capital Partners, Llc
  Tampa, FL

Previous Registrations

• 2022-01-26 → 2022-08-17
  Wells Fargo Clearing Services, Llc
  Tampa, FL
  St. Louis, MO
  Tampa, FL
• 2008-04-23 → 2010-08-30
  Regions Investment Management, Inc.
  Birmingham, AL
  Tampa, FL
• 2003-12-12 → 2008-01-28
  Amsouth Asset Management, Inc.
  Tampa, FL
• 2001-06-14 → 2003-10-20
  Amsouth Investment Management Company Llc
  Clearwater, FL

Exams

• S66 Uniform Combined State Law Examination
  2021-04-19
• S65 Uniform Investment Adviser Law Examination
  2001-04-06
• S63 Uniform Securities Agent State Law Examination
  1997-10-22

Designations

• Certified Financial Planner

Other Names

• Matt B. Michaels