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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant31 years in industry

HENRY WILLIAM FOX

Advisor at BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

BLUE BELL, PA

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Search this name across graphsid dfx:ria:2f86afc9-9033-059e-aeba-c3aa37ea4f85

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 22, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S66
First exam: Oct 21, 2008
First registration: Oct 22, 2008
Dual registered: no
Other names: HENRY WILLIAM FOX|HANK FOX|HENRY WILLIAM FOX|HENRY WILLIAM FOX|HENRY W. FOX|HENRY WILLIAM FOX
IAPD individual key: 5577883

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	Independent wealth	Apr 2, 2012	n/a	yes	BLUE BELL, PA	Current employment
QUESTAR ASSET MANAGEMENT, INC.	Former SEC adviser	Jul 26, 2011	Aug 8, 2011	no	MINNEAPOLIS, MN	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Nov 23, 2009	no	JENKINTOWN, PA	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Oct 22, 2008	Jun 1, 2009	no	JENKINTOWN, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
QUESTAR ASSET MANAGEMENT, INC.	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	Aug 8, 2011	Apr 2, 2012	238	Firm change	Other
MORGAN STANLEY	QUESTAR ASSET MANAGEMENT, INC.	Nov 23, 2009	Jul 26, 2011	610	Firm change after gap	Other
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (4)

→ BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Apr 2, 2012 to presentfactForm ADV
→ QUESTAR ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Jul 26, 2011 to Aug 8, 2011factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Nov 23, 2009factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Oct 22, 2008 to Jun 1, 2009factForm ADV

Dated events

No dated event names this entity yet.