Karley Fidani has been an investment adviser representative at Fidelis Wealth Advisors since September 2024, and is not listed among the firm’s executive officers or direct owners. Karley Fidani holds a Degree in Financial Management from the University of Colorado Denver.
Fidelis Wealth Advisors, LLC is a Castle Rock, CO firm with $210M under management, 210 clients and 5 advisers across 2 offices, as of its March 2026 filing.
Karley Fidani works at Fidelis Wealth Advisors, based in Castle Rock, CO, which she joined in 2022 after running several local businesses in the Castle Rock area and online. At Fidelis she has specialized in assisting small business clients with their employer 401(k) plans. She has also taken on client-facing roles as advisor and paraplanner.
- Fidelis Wealth AdvisorsCurrent– present · 2 yearsCastle Rock, CO · Adviser representative · Firm CRD 292551
Professional designations
Listed by Fidelis Wealth Advisors
- NAPA Certified Plan Fiduciary Advisor (CPFA®)
Investment adviser representative registrations
Karley Fidani is registered as an investment adviser representative in Colorado, since September 2024.
- ColoradoSince 24 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 September 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Karley Grace Fidani
- CRD
- 7967712
- Firm
- Fidelis Wealth Advisors · CRD 292551
- Office
- 20 N WILCOX STREET, SUITE 106, Castle Rock, CO 80104
- Registration
- Investment adviser registration
- In the industry since
- September 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fidelis-wealth.com
Where does Karley Fidani work?
Karley Fidani is an investment adviser representative registered through Fidelis Wealth Advisors, LLC since September 2024, and is not listed among the firm’s executive officers or direct owners.
Is Karley Fidani a financial advisor?
Yes. Karley Fidani has a current investment-adviser registration in Colorado, through Fidelis Wealth Advisors since September 2024.
How many years of experience does Karley Fidani have?
Karley Fidani has 2 years in the financial industry, since September 2024, across 1 adviser firm.
What exams has Karley Fidani passed?
Karley Fidani passed the Series 65 in September 2024.
Where is Karley Fidani based?
Karley Fidani’s registered office is in Castle Rock, CO.
Is Karley Fidani registered with FINRA?
No. Karley Fidani has no current broker registration.
How can I verify Karley Fidani’s record?
Search CRD 7967712 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Karley Fidani’s full registration record.
