Karley Grace Fidani

Employer firm

Fidelis Wealth Advisors CRD 292551

$210M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2021 → 04/2022
  Club Pilates
  Castle Rock, CO
• 02/2022 → Present
  Fidelis Wealth Advisors
  Castle Rock, CO
• 08/2020 → 05/2024
  Unemployed Student
  Denver, CO
• 08/2014 → 06/2021
  Unemployed
  Castle Rock, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-24

Other Names

• Karley Winder
• Karley Grace Winder