Charles Mitten Fox
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
13 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- dba Big Money Retirement and Big RetirementJul 2026 to now
- Burgess Investment Group, LLCJul 2026 to now
- Ae Wealth Management, LLCFeb 2026 to May 2026
- Three Bridges Wealth ManagementFeb 2026 to May 2026
- Strategic Advisers LLCMar 2025 to Dec 2025
- Fidelity Brokerage Services LLCMar 2020 to Dec 2025
- Fidelity Personal and Workplace AdvisorsMar 2020 to Mar 2025
- Financial Engines Advisors L.L.C.Jan 2020 to Mar 2020
- MML Investors Services, LLCSep 2019 to Nov 2019
- MassMutual Life InsuranceAug 2019 to Oct 2019
- The Vanguard Group, Inc.Jun 2015 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (GA, SC).
dba Big Money Retirement and Big Retirement
Legal name: Burgess Investment Group, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 6245285
- 318698