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Murray Fox

25 Years of Experience
Trevose, PA
Broker

Murray Fox is a registered investment advisor at Cetera Investment Advisers LLC, based in Trevose, PA, with 25 years of industry experience. Murray operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

5 Neshaminy Interplex, Ste 205, Trevose, PA, 19053

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Murray is an officer in Fox & Co PC CPA's, a CPA firm, and spends about 10-20% of his time providing accounting and tax services. He is also a general partner in Fox Family Partnership, owning real estate, and president/board member of Rachel's Helping Hands Cancer Foundation, dedicating minimal time to planning fundraising events and administration.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2004 - Present · 22 yrs 2 mos
Cetera Financial Specialists LLCBroker
March 2004 - Present · 22 yrs 4 mos
Previous Registrations
Hochman & Baker Investment Advisory Services, INC.
January 2002 - September 2004 · 2 yrs 8 mos
Hochman & Baker Securities, INC.Broker
January 2002 - September 2004 · 2 yrs 8 mos
Nylife Securities INC.Broker
May 2000 - January 2002 · 1 yr 8 mos
State Registrations6 states
CADCDEFLNJPA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.