Samuel Tenney has been CEO/Founder of Fidelis Wealth Advisors since January 2018, is a control person of the firm and directly owns 75% or more of it. Samuel Tenney holds a Degree in Finance from the University of Phoenix.
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.
Samuel R. Tenney founded Fidelis Wealth Advisors, based in Castle Rock, CO. He has worked in wealth management since 2000. Before launching Fidelis, he served as a partner, Director of Financial Planning, Chief Financial Officer, and OSJ at a Denver-based registered investment advisory firm.
Samuel Tenney’s longest registration was 15 years at Gallacher Capital Management, LLC (2002–2017). Before joining Fidelis Wealth Advisors in 2018, Samuel Tenney was registered through Northwest Asset Management and Gallacher Capital Management, LLC.
- Fidelis Wealth AdvisorsCurrent– present · 8 yearsCastle Rock, CO · Adviser representative · Firm CRD 292551
- Northwest Asset Management– · 1 yearCastle Rock, CO · Adviser representative · Firm CRD 147923
- Gallacher Capital Management, LLC– · 15 yearsLone Tree, CO · Adviser representative · Firm CRD 113189
Professional designations
Listed by Fidelis Wealth Advisors
- CERTIFIED FINANCIAL PLANNER™
- Accredited Investment Fiduciary® (AIF®)
Investment adviser representative registrations
Samuel Tenney is registered as an investment adviser representative in 4 states. The first approvals date from May 2018; the most recent is Texas, in February 2023.
- ArizonaSince 31 July 2019
- ColoradoSince 11 May 2018
- TexasSince 13 February 2023
- UtahSince 3 August 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 30 August 2007 |
| Series 7 | General Securities Representative Examination | 19 November 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 February 2002 |
| Series 65 | Uniform Investment Adviser Law Examination | 10 December 2001 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 2 November 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 21 September 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Samuel Rey Tenney
- CRD
- 4232443
- Firm
- Fidelis Wealth Advisors · CRD 292551
- Role
- CEO/Founder
- Office
- 20 N WILCOX STREET, SUITE 106, Castle Rock, CO 80104
- Registration
- Investment adviser registration
- In the industry since
- September 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fidelis-wealth.com
Where does Samuel Tenney work?
Samuel Tenney has been CEO/Founder of Fidelis Wealth Advisors, LLC since January 2018, and is a control person of the firm.
Is Samuel Tenney a financial advisor?
Yes. Samuel Tenney has a current investment-adviser registration in Arizona, Colorado, Texas and Utah, through Fidelis Wealth Advisors since May 2018.
How many years of experience does Samuel Tenney have?
Samuel Tenney has 26 years in the financial industry, since September 2000, across 3 adviser firms.
What exams has Samuel Tenney passed?
Samuel Tenney has passed 6 licensing exams: the Series 6, Series 26, Series 65, Series 63, Series 7 and Series 24. The earliest, the Series 6, was passed in September 2000. FINRA credited Samuel Tenney with the SIE, which began in October 2018.
Where did Samuel Tenney work before Fidelis Wealth Advisors?
Before Fidelis Wealth Advisors, Samuel Tenney was registered through Gallacher Capital Management, LLC, April 2002 to July 2017.
Where is Samuel Tenney based?
Samuel Tenney’s registered office is in Castle Rock, CO.
Is Samuel Tenney registered with FINRA?
No. Samuel Tenney has no current broker registration.
Is Samuel Tenney a CFP?
Fidelis Wealth Advisors lists Samuel Tenney with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
How can I verify Samuel Tenney’s record?
Search CRD 4232443 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Samuel Tenney’s full registration record.
