Aaron Wall

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

• 04/2017 → 07/2023
  Bank Of America
  Washington, DC
• 08/2015 → 01/2017
  Salisbury University
  Salisbury, MD
• 08/2013 → 05/2017
  Salisbury University
  Salisbury, MD
• 09/2023 → Present
  Fidelis Capital
  Bethesda, MD

Other Businesses

WallProperty LLC, the business is not investment related, the address is 2203 Washington Avenue Apt 102 Silver Spring, MD. The business is a single member LLC which holds one rental property. I am the single member. I devote 1 hour/month to the business. I devote 0 hours during securities trading hours. The sole purpose of the entity is to operate the single rental property.

Designations

• Chartered Financial Analyst