Elliot Lauzen has been an investment adviser representative at Grey Fox Wealth Advisors since November 2025, and is not listed among the firm’s executive officers or direct owners. Elliot Lauzen holds a Master's degree from the University of Southern California. Elliot Lauzen studied at Harvard University.
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.
Elliot Lauzen is an Advisor at Grey Fox Wealth Advisors, bringing 15 years of asset management, private equity, and investment banking experience. Before joining he worked at William Blair, Altaris Capital, and most recently Flexpoint Ford in Chicago, where he served as a Principal in a senior investing role. He remains an active advisor and board member to three of his investments.
- – present · under a yearHinsdale, IL · Adviser representative · Firm CRD 307172
Investment adviser representative registrations
Elliot Lauzen is registered as an investment adviser representative in 3 states. Each was approved in November 2025.
- DelawareSince 22 November 2025
- IllinoisSince 22 November 2025
- TexasSince 22 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 November 2025 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 August 2011 |
| Series 79 | Investment Banking Registered Representative Examination | 18 July 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Banking Registered Representative Examination
- Full name
- Elliot Robert Lauzen
- CRD
- 5524654
- Firm
- Grey Fox Wealth Advisors · CRD 307172
- Office
- Hinsdale, IL
- Registration
- Investment adviser registration
- In the industry since
- November 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- greyfoxwealth.com
Where does Elliot Lauzen work?
Elliot Lauzen is an investment adviser representative registered through Grey Fox Wealth Advisors, LLC since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is Elliot Lauzen a financial advisor?
Yes. Elliot Lauzen has a current investment-adviser registration in Delaware, Illinois and Texas, through Grey Fox Wealth Advisors since November 2025.
How many years of experience does Elliot Lauzen have?
Elliot Lauzen has 0 years in the financial industry, since November 2025, across 1 adviser firm.
What exams has Elliot Lauzen passed?
Elliot Lauzen has passed 3 licensing exams: the Series 79, Series 63 and Series 65. The earliest, the Series 79, was passed in July 2011.
Where is Elliot Lauzen based?
Elliot Lauzen’s registered office is in Hinsdale, IL.
Is Elliot Lauzen registered with FINRA?
No. Elliot Lauzen has no current broker registration.
How can I verify Elliot Lauzen’s record?
Search CRD 5524654 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elliot Lauzen’s full registration record.
