AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MM

Matthew B. Michaels

FIDELIS CAPITAL
TAMPA, FL 33607
Some features on this profile are disabled
CRD#: 2954923
MM

Professional summary

Matthew Blake Michaels, CFA, CFP®, who also goes by Matt B. Michaels, is a registered financial advisor currently at FIDELIS CAPITAL located in Tampa, Florida.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Matthew has worked at 6 firms and has passed the Series 66, Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matt B. Michaels

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Blake Michaels's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFA

Chartered Financial Analyst

CFP®

Certified Financial Planner

Experience

Current

August 29, 2022 - Present

FIDELIS CAPITAL

Office #1: 4221 W Boy Scout Blvd Suite 730, Tampa, FL 33607
RIA
CRD#: 322287
TAMPA, FL
Past

January 26, 2022 - August 17, 2022

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
TAMPA, FL
Past

March 30, 2021 - August 17, 2022

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
TAMPA, FL
Past

April 23, 2008 - August 30, 2010

REGIONS INVESTMENT MANAGEMENT, INC.

RIA
CRD#: 111715
TAMPA, FL
Past

December 12, 2003 - January 28, 2008

AMSOUTH ASSET MANAGEMENT, INC.

RIA
CRD#: 111554
TAMPA, FL
Past

June 14, 2001 - October 20, 2003

AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC

RIA
CRD#: 111757
CLEARWATER, FL
Past

October 30, 1997 - March 9, 1999

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FIDELIS CAPITAL
FIDELIS CAPITAL
FIDELIS | FIDELIS CAPITAL PARTNERS, LLC | FIDELIS CAPITAL

CRD#: 322287 / SEC#: 801-126176

RIA
Registered Investment Advisory firm - (7/25/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(11/2/2022)
IAR
Texas
(8/29/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/19/2021
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 4/6/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/22/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/30/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/1/2021
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 10/29/1997
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FIDELIS CAPITAL
FIDELIS CAPITAL
FIDELIS | FIDELIS CAPITAL PARTNERS, LLC | FIDELIS CAPITAL

CRD#: 322287 / SEC#: 801-126176

RIA
Registered Investment Advisory firm - (7/25/2022 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
4221 W Boy Scout Blvd Suite 730, Tampa, FL 33607
Mailing Address
Phone number
(813) 934-6246
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (25 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELIS CAPITAL PARTNERS FIRM BROCHURE 3-19-25 (6/4/2025)

Regulatory assets under management

Total Number of Accounts934
AUM (Assets Under Management)$ 1,660,321,213

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FIDELIS CAPITAL

FIDELIS CAPITAL

CRD#: 322287Tampa, FL 33607

TRUST BUT VERIFY

Monitor Matthew Michaels

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

John Jaime Valencia
John ValenciaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
LARGO, FL
Spiros Vassilakos
Spiros VassilakosAdvisorCheck Check Mark
CSENGE ADVISORY GROUP, LLC
IAR
Tarpon Springs, FL
GD
Gustavo Delgado AliceaAdvisorCheck Check Mark
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
IAR
RR
Brandon, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics