Belinda Rose Fox
Investment adviser representative at Gradient Advisors, LLC
18 yearsExperience
1 stateRegistered in
$289.3MFirm assets
16 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- ConcentrixFeb 2026 to now
- Gradient Advisors, LLCOct 2023 to now
- Vulpes, LLCJan 2020 to now
- Alphastar Capital Management, LLCJan 2020 to Aug 2023
- Retina AssociatesAug 2019 to Aug 2023
- Anthem Blue Cross Blue ShieldOct 2017 to Mar 2021
- Clarkson EyecareDec 2015 to Sep 2019
- Transamerica Financial Advisors, IncJan 2012 to Jan 2020
- World Financial GroupMay 2008 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (MO).
Gradient Advisors, LLC
$289.3MAssets managed
2,152Clients
185Advisers
16 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
- 5557081
- Firm CRD
- 152665