Amy Theresa Marshall
Investment adviser representative at S&f Investment Advisors
38 yearsExperience
1 stateRegistered in
$106.4MFirm assets
Under 1 yearFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
38 years in the industry.
- S&f Investment AdvisorsFeb 1988 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
S&f Investment Advisors
Legal name: Fox, Roger Bennett
$106.4MAssets managed
172Clients
2Advisers
Under 1 yearIn 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
- 6164288
- Firm CRD
- 129367