Henry William Fox

Employer firm

Blue Bell Private Wealth Management, LLC CRD 134184

$1.12B regulatory AUM 2 advisory clients

Reported services (Item 5G)

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

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

Current Employers

Blue Bell Private Wealth Management, Llc

Blue Bell Executive Campus 470 Norristown Road, Suite 305, Blue Bell, PA 19422-2322 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2012-04-02

PA RA
APPROVED

Since 2012-04-02

Branch Locations

Blue Bell Executive Campus 470 Norristown Road, Suite 305, Blue Bell, PA 19422-2322 • 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

Organization	City	State	From	To
Fox Consulting	Blue Bell	PA	01/1995	Present
Blue Bell Private Wealth Management, Llc	Blue Bell	PA	03/2012	Present

01/1995 → Present

Fox Consulting

Blue Bell, PA
03/2012 → Present

Blue Bell Private Wealth Management, Llc

Blue Bell, PA

Previous Registrations

2011-07-26 → 2011-08-08

Questar Asset Management, Inc.

Minneapolis, MN
2009-06-01 → 2009-11-23

Morgan Stanley

Jenkintown, PA
2008-10-22 → 2009-06-01

Morgan Stanley & Co. Llc

Jenkintown, PA

Other Businesses

FOX CONSULTING; 1135 PENLLYN BWE BELL PIKE BLUE BELL PA 19422; NON INVESTMENT RELATED; CONSULTANT;OWNER; 01/1995-PRES; 3 HOURS PER MONTH; 0 TRADING HOURS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-10-21

S66 Uniform Combined State Law Examination

2008-10-21

Designations

Certified Financial Planner
Chartered Financial Consultant

Other Names

Henry William Fox
Hank Fox
Henry William Fox
Henry William Fox
Henry W. Fox
Henry William Fox

View on SEC IAPD