Osaic Wealth
46yrs
Top advisor by experience in Southlake
27yrs
Chad Fox is a fiduciary financial advisor in Southlake, Texas, with 27 years in the industry. Chad joined Morgan Stanley in 2023, after 13 years at Merrill and two years at Morgan Stanley & Co.. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 331 advisors with offices in Southlake, and one of 311 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 19% by experience in Texas
Office1400 Civic Place Suite 200, Southlake, TX 76092
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowMorgan StanleyCurrent firm
- 2010 – 2023MerrillPreviously
- Jun 2009 – Oct 2010Morgan StanleyPreviously
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- Sep 2005 – Apr 2007Morgan Stanley DW Inc.Previously
- 2000 – 2005MerrillPreviously
Questions to ask Chad
Tailored to Chad’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Chad
How do I contact Chad?
Call Morgan Stanley at 914-225-5510 and ask for Chad Fox. Chad works from the Southlake, TX office.
How long has Chad been a financial advisor?
Chad has been in the industry since 1999, about 27 years. Top 19% by experience in Texas.
What licenses does Chad hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Chad a fiduciary?
Chad is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chad paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Chad for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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