Daniel McGlinn has been Director of Operations and Chief Compliance Officer of Grey Fox Wealth Advisors since February 2026, is not listed as a control person, but directly owns under 5% of the firm.
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 · 1 yearRockland, DE · Adviser representative · Firm CRD 307172
Investment adviser representative registrations
Daniel McGlinn is registered as an investment adviser representative in 3 states. Each was approved in March 2025.
- DelawareSince 4 March 2025
- PennsylvaniaSince 4 March 2025
- TexasSince 4 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 February 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Daniel Joseph McGlinn
- CRD
- 7807671
- Firm
- Grey Fox Wealth Advisors · CRD 307172
- Role
- Director of Operations and Chief Compliance Officer
- Office
- 100 SOUTH ROCKLAND FALLS ROAD, Rockland, DE 19732
- Registration
- Investment adviser registration
- In the industry since
- March 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel McGlinn work?
Daniel McGlinn has been Director of Operations and Chief Compliance Officer of Grey Fox Wealth Advisors, LLC since February 2026.
Is Daniel McGlinn a financial advisor?
Yes. Daniel McGlinn has a current investment-adviser registration in Delaware, Pennsylvania and Texas, through Grey Fox Wealth Advisors since March 2025.
How many years of experience does Daniel McGlinn have?
Daniel McGlinn has 1 year in the financial industry, since March 2025, across 1 adviser firm.
What exams has Daniel McGlinn passed?
Daniel McGlinn passed the Series 65 in February 2025.
Where is Daniel McGlinn based?
Daniel McGlinn’s registered office is in Rockland, DE.
Is Daniel McGlinn registered with FINRA?
No. Daniel McGlinn has no current broker registration.
How can I verify Daniel McGlinn’s record?
Search CRD 7807671 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel McGlinn’s full registration record.
