Aidan Neuberger has been an investment adviser representative at Grey Fox Wealth Advisors since March 2026, and is not listed among the firm’s executive officers or direct owners.
Grey Fox Wealth Advisors, LLC is a Rockland, DE firm with $699M under management, 335 clients and 8 advisers in one office, as of its March 2026 filing.
- – present · under a yearRockland, DE · Adviser representative · Firm CRD 307172
Investment adviser representative registrations
Aidan Neuberger is registered as an investment adviser representative in Delaware, since March 2026.
- DelawareSince 18 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 July 2025 |
| SIE | Securities Industry Essentials Examination | 22 July 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 8219133
- Firm
- Grey Fox Wealth Advisors · CRD 307172
- Office
- 100 SOUTH ROCKLAND FALLS ROAD, Rockland, DE 19732
- Registration
- Investment adviser registration
- In the industry since
- March 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Aidan Neuberger work?
Aidan Neuberger is an investment adviser representative registered through Grey Fox Wealth Advisors, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Aidan Neuberger a financial advisor?
Yes. Aidan Neuberger has a current investment-adviser registration in Delaware, through Grey Fox Wealth Advisors since March 2026.
How many years of experience does Aidan Neuberger have?
Aidan Neuberger has 0 years in the financial industry, since March 2026, across 1 adviser firm.
What exams has Aidan Neuberger passed?
Aidan Neuberger has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in July 2024.
Where is Aidan Neuberger based?
Aidan Neuberger’s registered office is in Rockland, DE.
Is Aidan Neuberger registered with FINRA?
No. Aidan Neuberger has no current broker registration.
How can I verify Aidan Neuberger’s record?
Search CRD 8219133 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aidan Neuberger’s full registration record.
