Veronica Fox

SOLIDARITY WEALTH

LEHI, UT 84048

Some features on this profile are disabled

CRD#: 6719966

Professional summary

Veronica Fox, who also goes by Veronica Fox Agnello, Veronica Agnello, Veronica Fox, is a registered financial advisor currently at SOLIDARITY WEALTH, LLC located in Lehi, Utah.

Veronica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Veronica has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Veronica Fox Agnello | Veronica Agnello | Veronica 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.

1. SEPT 2018; KYANI, HERRIMAN, UT; NON-INVESTMENT RELATED; HEALTH PRODUCT SALES;, INDEPENDENT DISTRIBUTOR; DISTRIBUTE HEALTH PRODUCTS; DEVOTE 0 HRS/MONTH. 2. AUG 2010; COSMETOLOGIST, HERRIMAN, UT; NON-INVESTMENT RELATED; STYLIST; KEEP LICENSE ACTIVE, DO HAIR FOR MY FAMILY; DEVOTE 0 HRS/MONTH, 3. AUG 2021; RENTAL PROPERTY, HERRIMAN, UT; NON-INVESTMENT RELATED; PROPERTY MANAGEMENT; OWNER; PROVIDE MAINTENANCE AS NEEDED, MANAGE TENANT RELATED TASKS; DEVOTE 1 HR/MONTH DURING NON-MARKET HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Veronica Fox'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®

None

Experience

Current

January 27, 2022 - Present

SOLIDARITY WEALTH, LLC

Office #1: 3600 N Outlet Parkway Suite 200, Lehi, UT 84048

RIA

CRD#: 315843

LEHI, UT

Past

January 3, 2022 - January 3, 2023

M. S. HOWELLS & CO.

CRD#: 104100

LEHI, UT

Past

June 14, 2018 - October 29, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SALT LAKE CITY, UT

Past

April 3, 2018 - October 29, 2021

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SALT LAKE CITY, UT

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".

SOLIDARITY WEALTH, LLC

CRD#: 315843 / SEC#: 801-122536

RIA

Registered Investment Advisory firm - (10/22/2021 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

Utah
(1/27/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/13/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/3/2018

General Securities Representative Examination

Current Firm

SOLIDARITY WEALTH, LLC

CRD#: 315843 / SEC#: 801-122536

RIA

Registered Investment Advisory firm - (10/22/2021 Approved)

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

3600 N Outlet Parkway Suite 200, Lehi, UT 84048

Mailing Address

Phone number

(385) 374-1665

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A - APP 1 - WRAP BROCHURE (9/22/2025)

FORM ADV 2A (9/17/2025)

Regulatory assets under management

Total Number of Accounts	748
AUM (Assets Under Management)	$ 627,846,624

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.

Similar Advisors

Reuben Rowley

EAGLE STRATEGIES LLC

IAR

AMERICAN FORK, UT

Neal Hansen

NET WORTH ADVISORY GROUP, LLC

IAR

Sandy, UT

Justin Lizama

SIMPLE FINANCIAL, LLC

IAR

West Jordan, UT

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Veronica Fox

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Veronica Fox's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOLIDARITY WEALTH, LLC

M. S. HOWELLS & CO.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

SOLIDARITY WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/13/2018

SIE

Date: 10/1/2018

Series 7

Date: 4/3/2018

Current Firm

SOLIDARITY WEALTH, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SOLIDARITY WEALTH, LLC

TRUST BUT VERIFY

Similar Advisors