Unclaimed Profile

Marvin Fogel

FOGEL CAPITAL MANAGEMENT INC·STUART, Florida

Series 2Clean record31 years registeredFOGEL CAPITAL MANAGEMENT INC

453 RIVERSIDE DRIVE, STUART, FL 34994CRD# 2622279Firm CRD# 108212

Profile Verification

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

Identity

Marvin Fogel · STUART, FL

Registration

CRD #2622279 · FOGEL CAPITAL MANAGEMENT INC · 31 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FOGEL CAPITAL MANAGEMENT INC

FOGEL CAPITAL MANAGEMENT INC

Jun 1995 – Nov 2022

STUART, FL

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 Marvin Fogel offer?

Marvin Fogel specializes in Investment Management, Fee-Only Advisory.

What are Marvin Fogel's credentials?

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

Where is Marvin Fogel located?

Marvin Fogel is based in STUART, Florida, last registered with FOGEL CAPITAL MANAGEMENT INC.

How does Marvin Fogel charge for services?

Marvin 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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