RF
Robert E. Foss
EDGEROCK WEALTH MANAGEMENT
Englewood, CO 80111
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CRD#: 6852942
RF
Professional summary
Robert Eugene Foss Jr. is a registered financial advisor currently at EDGEROCK WEALTH MANAGEMENT located in Englewood, Colorado.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Robert has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
EDGEROCK WEALTH MANAGEMENT, LLC; YES INVESTMENT RELATED; 7887 E BELLEVIEW AVNUE, SUITE 240 ENGLEWOOD, CO 80111; INSURANCE SALES; ANALYST; 02/2019; APPROX 160 HOURS/MONTH; APPROX 160 HOURS DURING TRADING; INSURANCE SALES AND SERVICE. REVERSE POLISH, LLC; NOT INVESTMENT RELATED; 3 Glenmoor Circle, Cherry Hills Village, CO 80113; PASSIVE MINORITY OWNER OF INDUSTRIAL BUILIDING; OWNER AND MANAGING MEMBER; 05/2021; 0-1 HOURS/MONTH; 0 HOURS/MONTH DURING SECURITIES TRADING HOURS; DIRECT REAL ESTATE; 100% PASSIVE OWNERSHIP. REVERSE POLISH INDUSTRIALS, LLC; NOT INVESTMENT RELATED; 3 Glenmoor Circle, Cherry Hills Village, CO 80113; INDUSTRIAL AND ROCK SLINGING; OWNER, MANAGING MEMBER AND BOARD MEMBER; 01/2025; 0-1 HOURS/MONTH; 0 HOURS/MONTH DURING SECURITIES TRADING HOURS; ATTEND BOARD MEETINGS, NOT INVOLVED IN DAY-TO-DAY OPERATIONS.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Eugene Foss Jr.'s 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®
NoneExperience
Current
October 3, 2021 - Present
EDGEROCK WEALTH MANAGEMENT
Office #1: 7887 East Belleview Avenue Suite 700, Englewood, CO 80111RIA
CRD#: 312325
Englewood, CO
Past
July 10, 2019 - January 18, 2022
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
ENGLEWOOD, CO
Past
January 2, 2018 - August 6, 2019
REVERSE POLISH LLC
RIA
CRD#: 170714
CHERRY HILLS VILLAGE, CO
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".
EW
EDGEROCK WEALTH MANAGEMENT
EDGEROCK CAPITAL LLC | GREEN TREE WEALTH, INC. | EDGEROCK WEALTH MANAGEMENT
CRD#: 312325 / SEC#: 801-121314
RIA
Registered Investment Advisory firm - (5/27/2021 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
Colorado(10/3/2021)
Current Firm
EW
EDGEROCK WEALTH MANAGEMENT
EDGEROCK CAPITAL LLC | GREEN TREE WEALTH, INC. | EDGEROCK WEALTH MANAGEMENT
CRD#: 312325 / SEC#: 801-121314
RIA
Registered Investment Advisory firm - (5/27/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7001 East Belleview Ave Suite 800, Denver, CO 80237
Mailing Address
Phone number
(303) 780-7350
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,457 |
| AUM (Assets Under Management) | $ 470,476,415 |
Red Flags
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