Theodore
Poppe
Grey Fox Wealth Advisors, LLC
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About this Advisor
Theodore Poppe is a financial advisor based in Rockland, Delaware, working with Grey Fox Wealth Advisors, LLC. Theodore has previously held positions at Metlife Securities Inc, University Of South Carolina, Kentucky Telco, Brighthouse Securities, LLC, Brinker Capital, Orion Portfolio Solutions, and Grey Fox Wealth Advisors, LLC. Theodore has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Delaware, Pennsylvania, and Texas. Currently, Theodore is part of Grey Fox Wealth Advisors, LLC, which operates out of Rockland, Delaware. The firm has 5 employees and manages assets totaling $382.6 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Grey Fox Wealth Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Grey Fox Wealth Advisors, LLC Brokerage Details
$382,612,586
5
1,005
$380,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Theodore Poppe Work History
Grey Fox Wealth Advisors, LLC
Orion Portfolio Solutions
Brighthouse Securities, LLC
Brinker Capital
Metlife Securities Inc
Kentucky Telco
University Of South Carolina
Disclosures
Please visit the SEC profile of Theodore Poppe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Grey Fox Wealth Advisors, LLC
Rockland, DE
Rockland, DE
Rockland, DE
Rockland, DE
Rockland, DE
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