Unclaimed Profile

William Everett Dodge

FOX ASSET MANAGEMENT LLC·SHREWSBURY, New Jersey

Series 7, Series 65Clean record22 years registeredFOX ASSET MANAGEMENT LLC

1040 BROAD STREET, SHREWSBURY, NJ 07702CRD# 2200854Firm CRD# 116421

Profile Verification

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

Identity

William Everett Dodge · SHREWSBURY, NJ

Registration

CRD #2200854 · FOX ASSET MANAGEMENT LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FOX ASSET MANAGEMENT LLC

NINE GATES CAPITAL, LLC

Jan 2019 – Jun 2019

Shrewsbury, NJ

NINE GATES CAPITAL, LLC

Jul 2015 – Dec 2018

SHREWSBURY, NJ

NINE GATES CAPITAL, LLC

Feb 2004 – Jun 2005

ROCKLAND, DE

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · February 10, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FOX ASSET MANAGEMENT LLC

CRD 116421 · SEC 801-60656

AUM

$1.1B

Regulatory assets under management

Employees

790 client accounts

Services offered by FOX ASSET MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at FOX ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does William Everett Dodge offer?

William Everett Dodge specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are William Everett Dodge's credentials?

William Everett Dodge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Everett Dodge located?

William Everett Dodge is based in SHREWSBURY, New Jersey, last registered with FOX ASSET MANAGEMENT LLC.

How does William Everett Dodge charge for services?

William Everett Dodge's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FOX ASSET MANAGEMENT LLC?

FOX ASSET MANAGEMENT LLC has approximately 18 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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