Charles T. Foss

CORE WEALTH ADVISORS

Lakeland, FL 33801

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CRD#: 4633605

Professional summary

Charles Taylor Foss, who also goes by Chuck T Foss, is a registered financial advisor currently at CORE WEALTH ADVISORS, INC. located in Lakeland, Florida.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Charles has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chuck T Foss

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. CORE Wealth Aviation, 124 South Florida Avenue, Suite 4, Lakeland, Florida 33801; Not investment related; Aircraft Holding Company; Fractional Ownership Partner; Started: 6/2021; Number of hours per month: 2, 0 during trading hours; Duties: Maintain scheduling, books and records related to aircraft ownership; 2. Forefront Group, Inc., 480 West Main St., Blue Ridge, Georgia 30513; Not investment related; Restaurant Ownership Group; Member of LLC; Started: 8/2022; Number of hours per month: 2, 0 during trading hours; Duties: Passive investment in restaurant group; 3. CORE Wealth Accountants, LLC; 124 South Florida Avenue, Suite 4, Lakeland, Florida 33801; Not investment related; Tax preparation and consulting firm; 100% owner; Number of hours per month: 8; Duties: Tax preparation and consulting.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Taylor Foss's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 12, 2015 - Present

CORE WEALTH ADVISORS, INC.

Office #1: 124 South Florida Avenue 4th Floor, Lakeland, FL 33801

RIA

CRD#: 174386

Lakeland, FL

Past

November 19, 2013 - March 31, 2015

CALTON & ASSOCIATES, INC.

RIA

CRD#: 20999

LAKELAND, FL

Past

March 11, 2004 - November 20, 2013

WALL ADVISORS, INC.

RIA

CRD#: 125272

LAKELAND, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CORE WEALTH ADVISORS, INC.

CRD#: 174386 / SEC#: 801-81079

RIA

Registered Investment Advisory firm - (3/9/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(3/12/2015)

IAR

Texas
(3/27/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/14/2004

Uniform Investment Adviser Law Examination

Current Firm

CORE WEALTH ADVISORS, INC.

CRD#: 174386 / SEC#: 801-81079

RIA

Registered Investment Advisory firm - (3/9/2015 Approved)

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Contact information

Main Address

124 South Florida Avenue 4th Floor, Lakeland, FL 33801

Mailing Address

Phone number

(863) 904-4745

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CORE WEALTH ADVISORS, INC. BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,053
AUM (Assets Under Management)	$ 570,560,661

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Charles T. Foss

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Taylor Foss's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORE WEALTH ADVISORS, INC.

CALTON & ASSOCIATES, INC.

WALL ADVISORS, INC.

Primary Firm SEC Registration

CORE WEALTH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/14/2004

Current Firm

CORE WEALTH ADVISORS, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORE WEALTH ADVISORS, INC.

TRUST BUT VERIFY

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