Unclaimed Profile

Randy Cleve Fox

PORTSMOUTH-SMARTLIFE FINANCIAL GROUP, LLC·ATLANTA, Georgia

SIE, Series 6, Series 7, Series 24, Series 39, Series 63, Series 65, Series 99TO22 years registeredPORTSMOUTH-SMARTLIFE FINANCIAL GROUP, LLC

6190 POWERS FERRY ROAD, ATLANTA, GA 30339CRD# 2726566Firm CRD# 168299

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Randy Cleve Fox · ATLANTA, GA

Registration

CRD #2726566 · PORTSMOUTH-SMARTLIFE FINANCIAL GROUP, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PORTSMOUTH-SMARTLIFE FINANCIAL GROUP, LLC

GT INVESTMENT MANAGEMENT, LLC

Jun 2023 – Apr 2024

San Francisco, CA

CITICORP INVESTMENT SERVICES

Mar 2005 – Sep 2006

SAN FRANCISCO, CA

WM FINANCIAL SERVICES, INC.

Aug 2004 – Mar 2005

SAN FRANCISCO, CA

CITICORP INVESTMENT SERVICES

Feb 2004 – Aug 2004

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 39

Series 63

Series 65

Series 99TO

Registration record

First registered · February 12, 2004

Years registered · 22

Disclosure History

2026Regulatory·Final

2024Customer Dispute·Award / Judgment

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FISCAL WISDOM WEALTH MANAGEMENT LLC

CRD 168299 · SEC 801-119231

AUM

$214M

Regulatory assets under management

Employees

2,064 client accounts

Services offered by FISCAL WISDOM WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FISCAL WISDOM WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Randy Cleve Fox offer?

Randy Cleve Fox specializes in Financial Planning, Investment Management.

What are Randy Cleve Fox's credentials?

Randy Cleve Fox is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Randy Cleve Fox located?

Randy Cleve Fox is based in ATLANTA, Georgia, last registered with PORTSMOUTH-SMARTLIFE FINANCIAL GROUP, LLC.

How does Randy Cleve Fox charge for services?

Randy Cleve Fox's firm is compensated through percentage of aum, hourly charges, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PORTSMOUTH-SMARTLIFE FINANCIAL GROUP, LLC?

PORTSMOUTH-SMARTLIFE FINANCIAL GROUP, LLC has approximately 22 employees and manages $214M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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