Edward J Fox

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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

• 04/2022 → Present
  Morgan Stanley
  New York, NY
• 05/2021 → 03/2022
  Optimum Sports
  New York, NY
• 05/2019 → 08/2019
  Taglich Private Equity
  Huntington, NY
• 01/2019 → 05/2019
  Morado Energy
  Dallas, TX
• 08/2016 → 08/2020
  Southern Methodist University
  Dallas, TX
• 08/2020 → 05/2021
  Unemployed
  Cold Spring Harbor, NY
• 06/2018 → 08/2018
  Cold Spring Harbor Construction
  Cold Spring Harbor, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-06-10

Other Names

• Edward J Fox