Gregory Allen Moerchen
Investment adviser representative at Qbox Fiduciary Solutions, LLC
4 yearsExperience
2 statesRegistered in
$429.2MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
4 years in the industry.
- Qbox Fiduciary Solutions, LLCApr 2013 to now
- Horizon Capital Ventures, LLCNov 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Qbox Fiduciary Solutions, LLC
$429.2MAssets managed
314Clients
1Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2449896
- Firm CRD
- 167622