Brendan F. Detommaso

FIDELIS INVESTORS

Cranford, NJ 07016

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CRD#: 7334913

Professional summary

Brendan Francis Detommaso, who also goes by Brendan Detommaso, is a registered financial advisor currently at FIDELIS INVESTORS, LLC located in Cranford, New Jersey.

Brendan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Brendan has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brendan Detommaso

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 Brendan Francis Detommaso's 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

April 29, 2021 - Present

FIDELIS INVESTORS, LLC

Office #1: 25 Commerce Drive, Suite 330, Cranford, NJ 07016

RIA

CRD#: 306920

Cranford, NJ

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 INVESTORS, LLC

FIDELIS INVESTORS, LLC | THE FIDELIS GROUP, LLC

CRD#: 306920 / SEC#: 801-119006

RIA

Registered Investment Advisory firm - (7/8/2020 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

New Jersey
(4/29/2021)

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: 3/27/2021

Uniform Investment Adviser Law Examination

Current Firm

FIDELIS INVESTORS, LLC

FIDELIS INVESTORS, LLC | THE FIDELIS GROUP, LLC

CRD#: 306920 / SEC#: 801-119006

RIA

Registered Investment Advisory firm - (7/8/2020 Approved)

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Contact information

Main Address

25 Commerce Drive, Suite 330, Cranford, NJ 07016

Mailing Address

Phone number

(908) 402-8132

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

FIDELIS INVESTORS, LLC ADV 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	7
AUM (Assets Under Management)	$ 1,010,535,269

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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Brendan F. Detommaso

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brendan Francis Detommaso's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELIS INVESTORS, LLC

Primary Firm SEC Registration

FIDELIS INVESTORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/27/2021

Current Firm

FIDELIS INVESTORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIDELIS INVESTORS, LLC

TRUST BUT VERIFY

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