Company Information

Get to know Fideles Advisors

Fideles Advisors, Inc. is a consulting firm that partners with corporations and banks to help them attract, retain, and reward key employees. The company focuses on creating custom-designed executive benefit plans, including nonqualified deferred compensation plans, and utilizes corporate-owned life insurance (COLI) and bank-owned life insurance (BOLI) to informally fund these liabilities. Their mission is to provide objective, expert guidance and long-term administrative support for these specialized compensation and insurance programs.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Fideles Advisors

United States

Founded in

2022 (4 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.