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Andrew Roger Fox

Fox Financial Services, Inc.

White Plains, NY

Wilton, CT

CRD 4444228

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Employer firm

Fox Financial Services, Inc. CRD 112506

$111M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Fox Financial Services, Inc.

1 Barker Avenue 2Nd Floor, White Plains, NY 10601 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-02-06
NY RA APPROVED 2021-05-24
TX RA APPROVED_RES 2011-03-14
  • CT RA
    APPROVED
    Since 2023-02-06
  • NY RA
    APPROVED
    Since 2021-05-24
  • TX RA
    APPROVED_RES
    Since 2011-03-14

Branch Locations

1 Barker Avenue 2Nd Floor, White Plains, NY 10601 • United States

Wilton, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fox Financial Services, Inc. White Plains NY 08/1993 Present
Designations
  • Certified Financial Planner

View on SEC IAPD

More in White Plains, NY

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