Daniel Joseph Mcglinn
Investment adviser representative at Grey Fox Wealth Advisors, LLC
12 yearsExperience
3 statesRegistered in
$698.8MFirm assets
5 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 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
12 years in the industry.
- Grey Fox Wealth Advisors, LLCFeb 2025 to now
- Outerlands CapitalMar 2023 to Jan 2025
- Horizen LabsJan 2023 to Dec 2023
- FirstwatchJan 2021 to Dec 2025
- StartupsJan 2021 to Dec 2021
- TaitSep 2018 to Apr 2021
- Focal Point, LLCMay 2017 to Aug 2017
- University of Notre DameSep 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 7807671
- Firm CRD
- 307172