Capitol Securities Management
47yrs
Top advisor by experience in Tampa
3yrs
Aaron Wall
Financial advisor at Fidelis Capital
Aaron Wall is a financial advisor in Tampa, Florida, with 3 years in the industry. Aaron joined Fidelis Capital in 2023, a firm offering financial planning, investment management, and private fund management. Aaron holds the CFA designation.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office4221 W Boy Scout Blvd Suite 730, Tampa, FL 33607
FirmFidelis Capital
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$8.73 million
Advisors at the firm14
States licensed ?1 state
Services through Fidelis Capital
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2023 – nowFidelis CapitalCurrent firm
Contact Aaron
(813) 934-6246Fidelis Capital main office 4221 W Boy Scout Blvd Suite 730Tampa, FL 33607Office · Get directions Firm websitewww.fideliscapital.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Aaron
Tailored to Aaron’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Aaron
How do I contact Aaron?
Call Fidelis Capital at (813) 934-6246 and ask for Aaron Wall. Aaron works from the Tampa, FL office.
How long has Aaron been a financial advisor?
Aaron has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Aaron hold?
No exams are listed on the official record.
Is Aaron a fiduciary?
Aaron is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Aaron paid?
Fidelis Capital reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Aaron for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
J. W. Cole Advisors
47yrs
Top advisor by experience at J. W. Cole Advisors
Ameriprise Financial Services
47yrs
Top 1% by experience in Tampa
Morgan Stanley
46yrs
Top 1% by experience in Tampa
Capitol Securities Management
46yrs
Top 1% by experience in Tampa
Capitol Securities Management
46yrs
Top 1% by experience in Tampa