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Andrew Roger Fox

FOX FINANCIAL SERVICES, INC.·WHITE PLAINS, New York
Clean record15 years registeredFOX FINANCIAL SERVICES, INC.
1 BARKER AVENUE, WHITE PLAINS, NY 10601CRD# 4444228Firm CRD# 112506

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Roger Fox · WHITE PLAINS, NY
Registration
CRD #4444228 · FOX FINANCIAL SERVICES, INC. · 15 years registered
Brand Profile
Not yet started
01

Career History

FOX FINANCIAL SERVICES, INC.
Mar 2011 – present
02

Registrations & Exams

Registration record
First registered · March 14, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FOX FINANCIAL SERVICES, INC.
CRD 112506 · SEC 801-60571
AUM
$84M
Regulatory assets under management
Employees
1
64 client accounts
Services offered by FOX FINANCIAL SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FOX FINANCIAL SERVICES, INC. →
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05

Frequently Asked Questions

What services does Andrew Roger Fox offer?
Andrew Roger Fox specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WHITE PLAINS, New York for a consultation.
What are Andrew Roger Fox's credentials?
Andrew Roger Fox is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Roger Fox located?
Andrew Roger Fox is based in WHITE PLAINS, New York, working with FOX FINANCIAL SERVICES, INC.. Their office serves clients in the WHITE PLAINS metropolitan area and surrounding communities.
How does Andrew Roger Fox charge for services?
Andrew Roger Fox'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 FINANCIAL SERVICES, INC.?
FOX FINANCIAL SERVICES, INC. has approximately 1 employees and manages $84M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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