Theodore Poppe has been an investment adviser representative at Grey Fox Wealth Advisors since July 2023, 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.
Theodore Poppe’s longest registration is the current one, 3 years at Grey Fox Wealth Advisors since 2023. Before joining Grey Fox Wealth Advisors in 2023, Theodore Poppe was registered through Orion Portfolio Solutions, LLC and Brinker Capital Investments, LLC.
- – present · 3 yearsRockland, DE · Adviser representative · Firm CRD 307172
- Orion Portfolio Solutions, LLC– · under a yearBerwyn, PA · Adviser representative · Firm CRD 107975
- Orion Portfolio Solutions, LLC– · under a yearBerwyn, PA · Adviser representative · Firm CRD 125446
- Brinker Capital Investments, LLC.– · 1 yearBerwyn, PA · Adviser representative · Firm CRD 107975
- Brinker Capital Inc– · 3 yearsBerwyn, PA · Adviser representative · Firm CRD 111743
Investment adviser representative registrations
Theodore Poppe is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from July 2023; the most recent is Pennsylvania, in May 2024.
- DelawareSince 31 July 2023
- PennsylvaniaSince 14 May 2024
- TexasResidentSince 27 July 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 6 October 2017 |
| Series 7 | General Securities Representative Examination | 14 September 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 December 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 November 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Theodore Christian Poppe
- CRD
- 6547029
- Firm
- Grey Fox Wealth Advisors · CRD 307172
- Office
- 100 SOUTH ROCKLAND FALLS ROAD, Rockland, DE 19732
- Registration
- Investment adviser registration
- In the industry since
- January 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Theodore Poppe work?
Theodore Poppe is an investment adviser representative registered through Grey Fox Wealth Advisors, LLC since July 2023, and is not listed among the firm’s executive officers or direct owners.
Is Theodore Poppe a financial advisor?
Yes. Theodore Poppe has a current investment-adviser registration in Delaware, Pennsylvania and Texas, through Grey Fox Wealth Advisors since July 2023.
How many years of experience does Theodore Poppe have?
Theodore Poppe has 10 years in the financial industry, since January 2016, across 4 adviser firms.
What exams has Theodore Poppe passed?
Theodore Poppe has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in November 2015. FINRA credited Theodore Poppe with the SIE, which began in October 2018.
Where did Theodore Poppe work before Grey Fox Wealth Advisors?
Before Grey Fox Wealth Advisors, Theodore Poppe was registered through Orion Portfolio Solutions, LLC, January 2023 to July 2023; Orion Portfolio Solutions, LLC, January 2022 to January 2023; Brinker Capital Investments, LLC., October 2020 to December 2021; Brinker Capital Inc, October 2017 to October 2020.
Where is Theodore Poppe based?
Theodore Poppe’s registered office is in Rockland, DE.
Is Theodore Poppe registered with FINRA?
No. Theodore Poppe has no current broker registration.
How can I verify Theodore Poppe’s record?
Search CRD 6547029 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Theodore Poppe’s full registration record.
