Theodore Christian Poppe
Investment adviser representative at Grey Fox Wealth Advisors, LLC
11 yearsExperience
3 statesRegistered in
CFADesignation
$698.8MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Grey Fox Wealth Advisors, LLCJul 2023 to now
- Orion Portfolio SolutionsJan 2022 to Jul 2023
- Brinker CapitalAug 2017 to Jul 2023
- UnemployedJul 2017 to Aug 2017
- Brighthouse Securities, LLCMar 2017 to Jun 2017
- Metlife Securities IncAug 2015 to Mar 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 3 states (DE, PA, TX).
Grey Fox Wealth Advisors, LLC
$698.8MAssets managed
335Clients
11Advisers
5 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
- 6547029
- Firm CRD
- 307172