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Michael Allen Fox

Chelsea Financial Services

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About Michael Allen Fox

Michael Allen Fox is a registered representative with Chelsea Financial Services, where he has been since November 2021. He has been in the financial industry since 2013 and has held previous positions at Woodbury Financial Services, Inc., Questar Capital Corporation, Concorde Investment Services, LLC, Summit Brokerage Services, Inc., and Lincoln Financial Securities Corporation. Michael is licensed to sell securities in Florida and New Jersey. He holds the Series 63, Series 7, and Series 65 licenses and has passed the SIE Exam.

Firm Information

Michael Fox is currently registered with Chelsea Financial Services. Chelsea Financial Services is a corporation formed on May 5, 1999. The firm is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

39

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Michael Fox’s Registration & Firm History

NY

11/16/2021 - Present

Chelsea Financial Services (STATEN ISLAND NY)

NJ

03/01/2019 - 05/28/2020

WOODBURY FINANCIAL SERVICES, INC. (CHERRY HILL NJ)

NJ

06/02/2016 - 03/01/2019

QUESTAR CAPITAL CORPORATION (CHERRY HILL NJ)

NJ

07/06/2015 - 06/03/2016

CONCORDE INVESTMENT SERVICES, LLC (Marlton NJ)

NJ

10/21/2014 - 07/06/2015

SUMMIT BROKERAGE SERVICES, INC. (Marlton NJ)

NJ

08/13/2013 - 11/06/2014

LINCOLN FINANCIAL SECURITIES CORPORATION (MARLTON NJ)

NY

02/19/1997 - 08/27/1998

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/28/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/04/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Allen Fox.
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