Unclaimed Profile

Thomas Guy Fox

QUANTITATIVE ADVANTAGE, LLC·MINNETONKA, Minnesota

Series 7, Series 63, Series 65Clean record9 years registeredQUANTITATIVE ADVANTAGE, LLC

10400 YELLOW CIRCLE DRIVE, MINNETONKA, MN 55343CRD# 1337778Firm CRD# 110575

Profile Verification

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

Identity

Thomas Guy Fox · MINNETONKA, MN

Registration

CRD #1337778 · QUANTITATIVE ADVANTAGE, LLC · 9 years registered

Brand Profile

Not yet started

Career History

WATERSTREET ASSET MANAGEMENT LLC

Dec 2020 – present

NEXT FINANCIAL GROUP, INC.

Mar 2019 – Jul 2025

EDEN PRAIRIE, MN

WATERSTREET ASSET MANAGEMENT LLC

Sep 2017 – Dec 2020

ST. LOUIS PARK, MN

GREAT LAKES & ATLANTIC WEALTH MANAGEMENT AND ADVISORY PARTNERS

Jul 2017 – Oct 2017

Minnetonka, MN

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · July 13, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

QUANTITATIVE ADVANTAGE, LLC

CRD 110575 · SEC 801-57426

AUM

$758M

Regulatory assets under management

Employees

2,143 client accounts

Services offered by QUANTITATIVE ADVANTAGE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at QUANTITATIVE ADVANTAGE, LLC →

Introduction

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Frequently Asked Questions

What services does Thomas Guy Fox offer?

Thomas Guy Fox specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNETONKA, Minnesota for a consultation.

What are Thomas Guy Fox's credentials?

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

Where is Thomas Guy Fox located?

Thomas Guy Fox is based in MINNETONKA, Minnesota, working with QUANTITATIVE ADVANTAGE, LLC. Their office serves clients in the MINNETONKA metropolitan area and surrounding communities.

How does Thomas Guy Fox charge for services?

Thomas Guy Fox's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QUANTITATIVE ADVANTAGE, LLC?

QUANTITATIVE ADVANTAGE, LLC has approximately 22 employees and manages $758M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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