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Gerhard Robert Fox

CAPSHIFT ADVISORS, LLC·WEST NEWTON, Massachusetts
SIE, Series 4, Series 7, Series 9, Series 10, Series 14, Series 24, Series 63, Series 99TOClean recordCAPSHIFT ADVISORS, LLC
15 SPENCER STREET, WEST NEWTON, MA 02465CRD# 2796860Firm CRD# 309860

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gerhard Robert Fox · WEST NEWTON, MA
Registration
CRD #2796860 · CAPSHIFT ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 9
Series 10
Series 14
Series 24
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CAPSHIFT ADVISORS, LLC
CRD 309860 · SEC 801-119451
AUM
$363M
Regulatory assets under management
Employees
15
115 client accounts
Services offered by CAPSHIFT ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at CAPSHIFT ADVISORS, LLC →
Introduction

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Frequently Asked Questions

What services does Gerhard Robert Fox offer?
Gerhard Robert Fox specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WEST NEWTON, Massachusetts for a consultation.
What are Gerhard Robert Fox's credentials?
Gerhard Robert Fox is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerhard Robert Fox located?
Gerhard Robert Fox is based in WEST NEWTON, Massachusetts, working with CAPSHIFT ADVISORS, LLC. Their office serves clients in the WEST NEWTON metropolitan area and surrounding communities.
How does Gerhard Robert Fox charge for services?
Gerhard Robert Fox'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 CAPSHIFT ADVISORS, LLC?
CAPSHIFT ADVISORS, LLC has approximately 15 employees and manages $363M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAPSHIFT ADVISORS, LLC

Susan Elizabeth Sessler
WEST NEWTON, MA
Scott Joseph Babka
WEST NEWTON, MA

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Research
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