HM
Hannah E. Marin
GREY FOX WEALTH ADVISORS
Rockland, DE 19732
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CRD#: 7670297
HM
Professional summary
Hannah Elizabeth Marin, who also goes by Hannah Marin, is a registered financial advisor currently at GREY FOX WEALTH ADVISORS, LLC located in Rockland, Delaware.
Hannah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Hannah has worked at 3 firms and has passed the Series 66, Series 65, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Hannah Marin
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.
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: INSURANCE NON-INVESTMENT/INVESTMENT RELATED: INVESTMENT RELATED ADDRESS (City/State): DEVON, PENNSYLVANIA NATURE OF BUSINESS: INSURANCE AGENT ( LIFE, ACCIDENT, AND HEALTH INSURANCE LICENSE ) POSITION: INSURANCE LICENSE START DATE (Month/Year): JUNE 2022 APPROXIMATE HOURS PER MONTH:0 NUMBER OF HOURS DURING TRADING HOURS:0 DUTIES: MAINTAIN LICENSE ONLY
CRS (Client Relationship Summary) - RIA
Click below to view Hannah Elizabeth Marin'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
August 1, 2025 - Present
GREY FOX WEALTH ADVISORS, LLC
Office #1: 100 South Rockland Falls Road, Rockland, DE 19732RIA
CRD#: 307172
Rockland, DE
Past
March 30, 2023 - December 31, 2024
VANGUARD ADVISERS, INC.
RIA
CRD#: 106715
MALVERN, PA
Past
February 28, 2023 - July 24, 2025
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
MALVERN, 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(8/1/2025)
IAR
Pennsylvania(8/1/2025)
IAR
Texas(8/1/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/27/2023
General Securities Representative ExaminationGeneral 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
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
