Andrew Roger Fox
Investment adviser representative at Fox Financial Services, Inc.
33 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$110.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
33 years in the industry.
- Fox Financial Services, Inc.Aug 1993 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (CT, NY, TX).
Fox Financial Services, Inc.
$110.9MAssets managed
84Clients
1Advisers
25 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
- 4444228
- Firm CRD
- 112506