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Daniel Joseph Mcglinn

Grey Fox Wealth Advisors, LLC

Rockland, DE

CRD 7807671

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Employer firm

Grey Fox Wealth Advisors, LLC CRD 307172

$699M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Grey Fox Wealth Advisors, Llc

100 South Rockland Falls Road, Rockland, DE 19732 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-03-04
PA RA APPROVED 2025-03-04
TX RA APPROVED 2025-03-04
  • DE RA
    APPROVED
    Since 2025-03-04
  • PA RA
    APPROVED
    Since 2025-03-04
  • TX RA
    APPROVED
    Since 2025-03-04

Branch Locations

100 South Rockland Falls Road, Rockland, DE 19732 • 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
Outerlands Capital Philadelphia PA 03/2023 01/2025
Firstwatch Philadelphia PA 01/2021 12/2025
Horizen Labs Philadelphia PA 01/2023 12/2023
Tait Lititz PA 09/2018 04/2021
Startups Philadelphia PA 01/2021 12/2021
Focal Point, Llc Chicago IL 05/2017 08/2017
University Of Notre Dame Notre Dame IN 09/2014 06/2018
Grey Fox Wealth Advisors, Llc Rockland DE 02/2025 Present
  • 03/2023 → 01/2025
    Outerlands Capital
    Philadelphia, PA
  • 01/2021 → 12/2025
    Firstwatch
    Philadelphia, PA
  • 01/2023 → 12/2023
    Horizen Labs
    Philadelphia, PA
  • 09/2018 → 04/2021
    Tait
    Lititz, PA
  • 01/2021 → 12/2021
    Startups
    Philadelphia, PA
  • 05/2017 → 08/2017
    Focal Point, Llc
    Chicago, IL
  • 09/2014 → 06/2018
    University Of Notre Dame
    Notre Dame, IN
  • 02/2025 → Present
    Grey Fox Wealth Advisors, Llc
    Rockland, DE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-28
  • S65 Uniform Investment Adviser Law Examination
    2025-02-28

View on SEC IAPD

Nearby Firms

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AMERIPRISE FINANCIAL SERVICES, LLC
DIVERSIFIED, LLC

Nearby Investors

THEODORE JAMES LAUZEN
KEVIN JAN DOMBROWSKI
Hans Michael Lauzen

Nearby Offices

LPL FINANCIAL LLC · MONTCHANIN, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Wilmington, DE
DIVERSIFIED, LLC · WILMINGTON, DE

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