Richard F Simonetti

Current Employers

Employment History

• 06/2012 → 03/2019
  Wells Fargo
  Tampa, FL
• 03/2019 → 04/2020
  Wells Fargo
  Tampa, FL
• 04/2020 → 05/2021
  Wells Fargo
  Tampa, FL
• 05/2021 → 07/2021
  Unemployed
  Tampa, FL
• 07/2021 → 10/2021
  Fifth Third Bank
  Tampa, FL
• 10/2021 → 03/2022
  Private Wealth Asset Management
  Tampa, FL
• 03/2022 → Present
  Fidelis Capital Partners, Llc
  Tampa, FL

Previous Registrations

• 2013-03-26 → 2021-06-07
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Tampa, FL
  Minneapolis, MN
  Tampa, FL
  Tarpon Springs, FL

Other Businesses

SIMONETTI BEACH RETREAT; FERNANDINA BEACH, FL; CO-OWNER; VACATION RENTAL; START 7/2004; 0 HRS PER MONTH. TERRACES TRIO LLC, FERNANDINA BEACH, FL, 70% OWNERSHIP, START 1/1/2017, ZERO HOURS PER MONTH, ZERO DURING TRADING, OCCASIONAL MAINTENANCE. TAMPA MESEUM OF ART; TAMPA,FL; FINANCE COMMITTEE MEMBER; START DATE 06/01/2017; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 1; ATTENDING FINANCE COMMITTEE MEETINGS TO REVIEW FINANCIAL REPORTING AND APPROVE FINANCIALS FOR PRESENTATION TO THE BOARD. ALSO A BOARD MEMBER FOR THE STRAZ CENTER FOR PERFORMING ARTS (TAMPA, FL) AND THE EDUCATION COMMITTEE AND DEVELOPMENT COMMITTEE AT THE STRAZ, NO MORE THAN 1 HOUR A WEEK DEDICATED TOTAL TO THE STRAZ OBLIGATIONS. TRUSTEE ON A TRUST FOR MY NIECES, I RECEIEVE NO COMPENSATION FOR THIS AND ALLOCATED TIME PER WEEK IS LESS THAN ONE HOUR TOTAL. PART OF THE TAMPA GENERAL HOSPITAL FOUNDATION, AUDIT COMMITTEE, LESS THAN 1 HOUR A WEEK DEVOTED TO THIS OBA. RICK IS A ADVISORY BOARD MEMBER FOR FORBES ADVISOR, HE EARNS NO COMPENSATION FOR HIS ROLE, THIS POSITION IS LIMITED TO GENERAL INVESTMENT INFORMATION AROUND THE BUSINESS ASPECT, NOT SECURITIES RELATED. HE INVESTS LESS THAN AN HOUR A WEEK IN THIS ROLE.

Exams

• S66 Uniform Combined State Law Examination
  2013-03-22
• S65 Uniform Investment Adviser Law Examination
  1998-05-23
• S63 Uniform Securities Agent State Law Examination
  1998-04-24