AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
AK

Anders P. Klein

Some features on this profile are disabled
CRD#: 1340122
AK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Anders Peter Klein, who also goes by Peter Klein, was a registered financial professional .

Anders is a previously registered financial professional and started their career in finance in 1984. Anders had worked at 5 firms and has passed the Series 66, Series 63, Series 55, Series 3, Series 7, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Peter Klein

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 15, 2009 - October 30, 2015

FOX RUN MANAGEMENT LLC

RIA
CRD#: 149092
GREENWICH, CT
Past

June 12, 2001 - August 12, 2009

FOX RUN ALPHA FUND, L.P.

BD
CRD#: 44826
GREENWICH, CT
Past

June 20, 1996 - July 3, 1997

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

April 4, 1995 - June 6, 1996

RBC CAPITAL MARKETS CORPORATION

BD
CRD#: 6579
NEW YORK, NY
Past

February 22, 1984 - March 22, 1995

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FR
FOX RUN MANAGEMENT LLC
FOX RUN MANAGEMENT LLC

CRD#: 149092 / SEC#: 801-106745

RIA
Registered Investment Advisory firm - (10/22/2015 Approved)
Connecticut
Registered Investment Advisory firm - (11/9/2015 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/2/2009
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 55
Date: 3/2/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


FR
FOX RUN MANAGEMENT LLC
FOX RUN MANAGEMENT LLC

CRD#: 149092 / SEC#: 801-106745

RIA
Registered Investment Advisory firm - (10/22/2015 Approved)
Connecticut
Registered Investment Advisory firm - (11/9/2015 Terminated)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
115 E Putnam Avenue, Greenwich, CT 06830
Mailing Address
Phone number
(203) 629-1729
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Part 2 Brochures

FOX RUN MANAGEMENT LLC BROCHURE (3/14/2025)

Regulatory assets under management


Total Number of Accounts2
AUM (Assets Under Management)$ 686,735,352

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FOX RUN MANAGEMENT LLC

CRD#: 149092

TRUST BUT VERIFY

Monitor Anders Klein

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics