Paul J. Ayotte

FIDELIS CAPITAL

TAMPA, FL 33607

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CRD#: 4229178

Professional summary

Paul J Ayotte is a registered financial advisor currently at FIDELIS CAPITAL located in Tampa, Florida.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Paul has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

I am a managing member and owner of my wife's clothing brand, Lucidcupid. I devote less than five hours a month to this endeavor and earn no additional compensation, it is not investment-related. My involvement with the company started in May of 2024.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul J Ayotte'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®

None

Experience

Current

September 9, 2022 - Present

FIDELIS CAPITAL

Office #1: 4221 W Boy Scout Blvd Suite 730, Tampa, FL 33607

RIA

CRD#: 322287

TAMPA, FL

Past

January 3, 2011 - August 18, 2022

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

TAMPA, FL

Past

January 3, 2011 - August 18, 2022

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

TAMPA, FL

Past

June 7, 2006 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

TAMPA, FL

Past

June 6, 2006 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

TAMPA, FL

Past

September 12, 2000 - June 7, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BONITA SPRINGS, FL

Past

September 11, 2000 - June 7, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BONITA SPRINGS, FL

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 | 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
(10/7/2022)

IAR

Texas
(9/9/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/30/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/10/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/8/2000

General Securities Representative Examination

Current Firm

FIDELIS CAPITAL

FIDELIS | FIDELIS CAPITAL PARTNERS, LLC | FIDELIS CAPITAL

CRD#: 322287 / SEC#: 801-126176

RIA

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

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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

SEC notice filing (25 States and Territories)

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 Accounts	934
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.

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Paul J. Ayotte

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul J Ayotte's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

FIDELIS CAPITAL

State Registrations and Notice Filings

Exams

Series 65

Date: 1/30/2001

Series 63

Date: 1/10/2001

SIE

Date: 10/1/2018

Series 7

Date: 9/8/2000

Current Firm

FIDELIS CAPITAL

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIDELIS CAPITAL

TRUST BUT VERIFY

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