Michael Joseph Sellers

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

• 06/2009 → 09/2023
  Bank Of America Private Bank
  Chevy Chase, MD
• 09/2023 → Present
  Fidelis Capital Partners, Llc
  Bethesda, MD

Previous Registrations

• 2007-04-20 → 2008-10-31
  Highline Wealth Management, Llc
  Bethesda, MD
• 2001-09-18 → 2002-08-08
  Ameriprise Financial Services, Llc
  Vienna, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-04
• S66 Uniform Combined State Law Examination
  2001-09-10

Other Names

• Michael J Sellers