KD
Kevin J. Dombrowski
GREY FOX WEALTH ADVISORS
Rockland, DE 19732
Some features on this profile are disabled
CRD#: 6873509
KD
Professional summary
Kevin Jan Dombrowski is a registered financial advisor currently at GREY FOX WEALTH ADVISORS, LLC located in Rockland, Delaware.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Kevin has worked at 3 firms and has passed the Series 65, SIE and Series 7 exams.
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.
Kevin Dombrowski serves as a Partner at Grey Fox Capital, LLC. This is a private equity company that raises capital for real estate or business investment in Opportunity Zones. Grey Fox Capital is headquartered at 112 French Street, Wilmington, DE 19801. He dedicates roughly 5 hours per month to these activities, primarily outside of securities trading hours. Kevin's responsibilities include identifying potential investments and modeling the projects.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Jan Dombrowski'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
March 2, 2020 - Present
GREY FOX WEALTH ADVISORS, LLC
Office #1: 100 South Rockland Falls Road, Rockland, DE 19732RIA
CRD#: 307172
Rockland, DE
Past
May 3, 2018 - August 5, 2019
3ICO SECURITIES LLC
BD
CRD#: 173648
CONSHOHOCKEN, PA
Past
November 8, 2017 - March 2, 2020
MAINLINE PRIVATE WEALTH, LLC
RIA
CRD#: 159295
WYNNEWOOD, 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".
GF
GREY FOX WEALTH ADVISORS, LLC
GREY FOX WEALTH ADVISORS, LLC
CRD#: 307172 / SEC#: 801-122007
RIA
Registered Investment Advisory firm - (8/2/2021 Approved)Delaware
Registered Investment Advisory firm - (9/13/2021 Terminated)Michigan
Registered Investment Advisory firm - (9/10/2021 Terminated)Pennsylvania
Registered Investment Advisory firm - (9/10/2021 Terminated)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
Delaware(3/2/2020)
IAR
Pennsylvania(5/15/2024)
IAR
Texas(1/4/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GF
GREY FOX WEALTH ADVISORS, LLC
GREY FOX WEALTH ADVISORS, LLC
CRD#: 307172 / SEC#: 801-122007
RIA
Registered Investment Advisory firm - (8/2/2021 Approved)Delaware
Registered Investment Advisory firm - (9/13/2021 Terminated)Michigan
Registered Investment Advisory firm - (9/10/2021 Terminated)Pennsylvania
Registered Investment Advisory firm - (9/10/2021 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
100 South Rockland Falls Road, Rockland, DE 19732
Mailing Address
Po Box 318, Rockland, DE 19732
Phone number
(302) 482-3211
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,199 |
| AUM (Assets Under Management) | $ 544,140,011 |
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.
