Bartholomew T. Fox
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.
Bartholomew Todd Fox, CFP®, who also goes by Bart Fox, was a registered financial professional .
Bartholomew is a previously registered financial professional and started their career in finance in 2013. Bartholomew had worked at 2 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Core Areas of Focus
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1995
Experience
January 26, 2015 - March 27, 2026
FOX CUSTOM FINANCIAL PLANNING LLC
July 29, 2013 - January 12, 2015
MORGAN STANLEY
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
FOX CUSTOM FINANCIAL PLANNING LLC
CRD#: 174530 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 30 |
| AUM (Assets Under Management) | $ 10,243,085 |
Red Flags
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