Unclaimed Profile

Charlene Fogel

FOGEL CAPITAL MANAGEMENT INC·STUART, Florida

Series 2Clean record31 years registeredFOGEL CAPITAL MANAGEMENT INC

453 RIVERSIDE DRIVE, STUART, FL 34994CRD# 2622281Firm CRD# 108212

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charlene Fogel · STUART, FL

Registration

CRD #2622281 · FOGEL CAPITAL MANAGEMENT INC · 31 years registered

Brand Profile

Not yet started

Career History

FOGEL CAPITAL MANAGEMENT INC

Jun 1995 – present

Registrations & Exams

FINRA examinations passed

Series 2

Registration record

First registered · June 22, 1995

Years registered · 31

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FOGEL CAPITAL MANAGEMENT INC

CRD 108212 · SEC 801-49135

AUM

$351M

Regulatory assets under management

Employees

242 client accounts

Services offered by FOGEL CAPITAL MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at FOGEL CAPITAL MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Charlene Fogel offer?

Charlene Fogel specializes in Investment Management, Fee-Only Advisory. Contact their office in STUART, Florida for a consultation.

What are Charlene Fogel's credentials?

Charlene Fogel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charlene Fogel located?

Charlene Fogel is based in STUART, Florida, working with FOGEL CAPITAL MANAGEMENT INC. Their office serves clients in the STUART metropolitan area and surrounding communities.

How does Charlene Fogel charge for services?

Charlene Fogel's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FOGEL CAPITAL MANAGEMENT INC?

FOGEL CAPITAL MANAGEMENT INC has approximately 11 employees and manages $351M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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