Sloane Fox is a CFP-designated registered investment advisor, based in Tampa, FL, with 28 years of industry experience. Sloane is also registered as a broker, so some compensation may come from commissions on products sold.
Location
17407 Bridge Hill Street, Suite A, Tampa, FL, 33647
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Sloane owns rental real estate property since 2021, dedicating minimal time to it. She is also an independent contractor and owner of Sloane Financial Planning, dedicating about half of her time to this business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Cibc OppenheimerBroker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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