AdvisorOS Directory
Claim Profile
Unclaimed Profile
KD

Kevin Jan Dombrowski

GREY FOX WEALTH ADVISORS, LLC·ROCKLAND, Delaware
SIE, Series 7, Series 65Clean record8 years registeredGREY FOX WEALTH ADVISORS, LLC
100 SOUTH ROCKLAND FALLS ROAD, ROCKLAND, DE 19732CRD# 6873509Firm CRD# 307172

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Jan Dombrowski · ROCKLAND, DE
Registration
CRD #6873509 · GREY FOX WEALTH ADVISORS, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

GREY FOX WEALTH ADVISORS, LLC
Mar 2020 – present
MAINLINE PRIVATE WEALTH, LLC
Nov 2017 – Mar 2020
WYNNEWOOD, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 65
Registration record
First registered · November 8, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GREY FOX WEALTH ADVISORS, LLC
CRD 307172 · SEC 801-122007
AUM
$383M
Regulatory assets under management
Employees
5
1,005 client accounts
Services offered by GREY FOX WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at GREY FOX WEALTH ADVISORS, LLC →
Introduction

Speak with Kevin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kevin is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ROCKLAND?

Browse all registered financial advisors in ROCKLAND, Delaware or claim this profile if it's yours.

Browse ROCKLAND AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Kevin Jan Dombrowski offer?
Kevin Jan Dombrowski specializes in Financial Planning, Investment Management. Contact their office in ROCKLAND, Delaware for a consultation.
What are Kevin Jan Dombrowski's credentials?
Kevin Jan Dombrowski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Jan Dombrowski located?
Kevin Jan Dombrowski is based in ROCKLAND, Delaware, working with GREY FOX WEALTH ADVISORS, LLC. Their office serves clients in the ROCKLAND metropolitan area and surrounding communities.
How does Kevin Jan Dombrowski charge for services?
Kevin Jan Dombrowski's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREY FOX WEALTH ADVISORS, LLC?
GREY FOX WEALTH ADVISORS, LLC has approximately 5 employees and manages $383M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at GREY FOX WEALTH ADVISORS, LLC

Theodore James Lauzen
ROCKLAND, DE

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Delaware
WILMINGTON (110)GREENVILLE (18)NEWARK (12)DOVER (10)REHOBOTH BEACH (8)LEWES (5)MONTCHANIN (2)DAGSBORO (2)0000740272 (1)HOCKESSIN (1)
City Guides
WILMINGTON GuideGREENVILLE GuideNEWARK GuideDOVER GuideREHOBOTH BEACH Guide
Research
Advisor Fees in DelawareNational Fee Analysis
Request removal of this profile