Thomas Randolph Fox

Employer firm

Sequoia Financial Group, L.l.c. CRD 117756

$32.2B regulatory AUM 100 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 02/2026
  Bank Of America, N.A.
  Tarpon Springs, FL
• 07/2016 → 02/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tarpon Springs, FL
• 03/2026 → Present
  Sequoia Financial Group, Llc
  Tampa, FL

Previous Registrations

• 2016-07-26 → 2026-02-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tarpon Springs, FL
  Tampa, FL
  Tarpon Springs, FL
  Trinity, FL
  Bayonet Point, FL
• 2011-02-28 → 2016-07-11
  T. Rowe Price Advisory Services, Inc.
  Tampa, FL
• 2006-02-08 → 2008-03-06
  T. Rowe Price Advisory Services, Inc.
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2011-01-28

Designations

• Certified Financial Planner

Other Names

• Thomas Randolph Fox
• Thomas R Fox
• Tom Fox