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RIA / WealthAdvisorCertified Financial Planner24 years in industry

SAMUEL REY TENNEY

Advisor at FIDELIS WEALTH ADVISORS

CASTLE ROCK, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:31367059-8f8d-311f-c84b-6743f36377a9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Apr 25, 2002 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Samuel Rey Tenney

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FIDELIS WEALTH ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 10, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Dec 10, 2001
First registration: Apr 25, 2002
Dual registered: no
Other names: SAM TENNEY
IAPD individual key: 4232443

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FIDELIS WEALTH ADVISORS	Independent wealth	May 11, 2018	n/a	yes	CASTLE ROCK, CO	Current employment
NORTHWEST ASSET MANAGEMENT	Independent wealth	Jul 18, 2017	Aug 2, 2018	no	Castle Rock, CO\|MERCER ISLAND, WA\|CASTLE ROCK, CO	Previous registration
GALLACHER CAPITAL MANAGEMENT, LLC	Independent wealth	Apr 25, 2002	Jul 18, 2017	no	GREENWOOD VILLAGE, CO\|LONE TREE, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NORTHWEST ASSET MANAGEMENT	FIDELIS WEALTH ADVISORS	Aug 2, 2018	May 11, 2018	-83	Firm change after gap	RIA to RIA
GALLACHER CAPITAL MANAGEMENT, LLC	NORTHWEST ASSET MANAGEMENT	Jul 18, 2017	Jul 18, 2017	0	Firm change	Other

Relationships

Registered with (3)

→ FIDELIS WEALTH ADVISORSRegistered adviserregistration: current employment
May 11, 2018 to presentfactForm ADV
→ NORTHWEST ASSET MANAGEMENTRegistered adviserregistration: previous registration
Jul 18, 2017 to Aug 2, 2018factForm ADV
→ GALLACHER CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 25, 2002 to Jul 18, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:31367059-8f8d-311f-c84b-6743f36377a9
First observed: Apr 25, 2002
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SAMUEL REY TENNEY

Advisor at FIDELIS WEALTH ADVISORS

CASTLE ROCK, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:31367059-8f8d-311f-c84b-6743f36377a9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:31 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

FIDELIS WEALTH ADVISORS

Independent wealth

May 11, 2018

n/a

yes

CASTLE ROCK, CO

Current employment

NORTHWEST ASSET MANAGEMENT

Independent wealth

Jul 18, 2017

Aug 2, 2018

Castle Rock, CO|MERCER ISLAND, WA|CASTLE ROCK, CO

Previous registration

GALLACHER CAPITAL MANAGEMENT, LLC

Independent wealth

Apr 25, 2002

Jul 18, 2017

GREENWOOD VILLAGE, CO|LONE TREE, CO

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

NORTHWEST ASSET MANAGEMENT

FIDELIS WEALTH ADVISORS

Aug 2, 2018

May 11, 2018

-83

Firm change after gap

RIA to RIA

GALLACHER CAPITAL MANAGEMENT, LLC

NORTHWEST ASSET MANAGEMENT

Jul 18, 2017

Firm change

Other