Unclaimed
Adam Fox is a financial advisor with over 6 years of experience in the industry. Adam currently works at Starwood Capital, LLC. Prior to that, Adam worked at FIDELITY BROKERAGE SERVICES LLC. Adam is registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 7, Series 63, and Series 65 license. Adam is also registered in 53 states.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
CT
03/25/2020 - Present
Starwood Capital, LLC (GREENWICH CT)
CT
10/06/2016 - 03/23/2020
FIDELITY BROKERAGE SERVICES LLC (GREENWICH CT)
IA
Issued 06/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Adam Fox is the right advisor for you? Invested Better is here to help.