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Theodore James Lauzen

GREY FOX WEALTH ADVISORS, LLC·ROCKLAND, Delaware
Series 65Clean record6 years registeredGREY FOX WEALTH ADVISORS, LLC
100 SOUTH ROCKLAND FALLS ROAD, ROCKLAND, DE 19732CRD# 6773478Firm CRD# 307172

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Theodore James Lauzen · ROCKLAND, DE
Registration
CRD #6773478 · GREY FOX WEALTH ADVISORS, LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

GREY FOX WEALTH ADVISORS, LLC
Mar 2020 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 6, 2020
Years registered · 6
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 →
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05

Frequently Asked Questions

What services does Theodore James Lauzen offer?
Theodore James Lauzen specializes in Financial Planning, Investment Management. Contact their office in ROCKLAND, Delaware for a consultation.
What are Theodore James Lauzen's credentials?
Theodore James Lauzen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theodore James Lauzen located?
Theodore James Lauzen 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 Theodore James Lauzen charge for services?
Theodore James Lauzen'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.
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Other Advisors at GREY FOX WEALTH ADVISORS, LLC

Kevin Jan Dombrowski
ROCKLAND, DE

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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