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Henry William Fox JR.

Henry W. Fox

BLUE BELL PRIVATE WEALTH MANAGEMENT
Blue Bell, PA 19422-2322
Some features on this profile are disabled
CRD#: 5577883
Henry William Fox JR.

Professional summary

Henry William Fox JR., CFP®, ChFC®, who also goes by Hank Fox, Henry W. Fox Jr., Henry William Fox, is a registered financial advisor currently at BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC located in Blue Bell, Pennsylvania.

Henry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Henry has worked at 7 firms and has passed the Series 66, Series 31 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Hank Fox | Henry W. Fox Jr. | Henry William Fox

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.
FOX CONSULTING; 1135 PENLLYN BWE BELL PIKE BLUE BELL PA 19422; NON INVESTMENT RELATED; CONSULTANT;OWNER; 01/1995-PRES; 3 HOURS PER MONTH; 0 TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Henry William Fox JR.'s CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2017

ChFC®

Chartered Financial Consultant

Experience

Current

April 2, 2012 - Present

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Office #1: Blue Bell Executive Campus 470 Norristown Road, Suite 305, Blue Bell, PA 19422-2322
RIA
CRD#: 134184
Blue Bell, PA
Past

November 22, 2011 - February 23, 2012

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
PLYMOUTH MEETING, PA
Past

July 26, 2011 - August 8, 2011

QUESTAR ASSET MANAGEMENT, INC.

RIA
CRD#: 133358
MINNEAPOLIS, MN
Past

July 25, 2011 - August 8, 2011

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
FORT WASHINGTON, PA
Past

July 22, 2010 - July 6, 2011

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
NEWTON, PA
Past

June 1, 2009 - November 23, 2009

MORGAN STANLEY

RIA
CRD#: 149777
JENKINTOWN, PA
Past

June 1, 2009 - November 23, 2009

MORGAN STANLEY

BD
CRD#: 149777
JENKINTOWN, PA
Past

October 22, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
JENKINTOWN, PA
Past

September 29, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
JENKINTOWN, PA

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".
BB
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | SMJCSMJ ADVISORY SERVICES | BLUE BELL WEALTH MANAGEMENT

CRD#: 134184 / SEC#: 801-64005

RIA
Registered Investment Advisory firm - (2/28/2005 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(4/2/2012)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/21/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 11/10/2008
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 9/26/2008
General Securities Representative Examination

Current Firm

BB
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | SMJCSMJ ADVISORY SERVICES | BLUE BELL WEALTH MANAGEMENT

CRD#: 134184 / SEC#: 801-64005

RIA
Registered Investment Advisory firm - (2/28/2005 Approved)
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Contact information

Main Address
Blue Bell Executive Campus 470 Norristown Road, Suite 305, Blue Bell, PA 19422-2322
Mailing Address
Phone number
(610) 825-3540
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (13 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts2,332
AUM (Assets Under Management)$ 854,722,012

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
04/29/2024
Cover Page
Report

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

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 134184Blue Bell, PA 19422-2322

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