Todd M. Schanel
CORE WEALTH MANAGEMENT
Jupiter, FL 33458
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CRD#: 4731679
Professional summary
Todd M Schanel, CFP® is a registered financial advisor currently at CORE WEALTH MANAGEMENT, INC. located in Jupiter, Florida.
Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Todd has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
4/2005 - Present: Horizon Investment Partners, LLC, 4600 Military Trail, Suite 215, Jupiter, Florida 33458. The entity is a non-public Limited Liability Company set-up to own, operate, and manage the property located at 4600 Military Trail. The property management services are not investment-related. Mr. Schanel is a Managing Member of Horizon Investment Partners and spends approximately 1 hour a month during non-business hours managing the property.
7/2003 - Present: Schanel & Associates, PA, 4600 Military Trail, Suite 215, Jupiter, Florida 33458. Schanel & Associates, PA is a full service CPA firm providing accounting services to individuals and business clients. The CPA practice in not investment-related. Mr. Schanel is a Director and CPA of Schanel & Associates, PA and devotes approximately 25% to 50% of his time during securities trading hours to the responsibilities of the accounting practice.
CRS (Client Relationship Summary) - RIA
Click below to view Todd M Schanel's 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®
CFP®
Start date: 2007
Experience
Current
July 17, 2012 - Present
CORE WEALTH MANAGEMENT, INC.
Office #1: 4600 Military Trail Suite 215, Jupiter, FL 33458RIA
CRD#: 162870
Jupiter, FL
Past
October 31, 2008 - July 30, 2012
OSAIC SERVICES, INC.
RIA
CRD#: 133763
JUPITER, FL
Past
October 31, 2008 - July 30, 2012
OSAIC SERVICES, INC.
BD
CRD#: 133763
JUPITER, FL
Past
October 18, 2005 - October 31, 2008
AMERICAN GENERAL SECURITIES INCORPORATED
RIA
CRD#: 13626
JUPITER, FL
Past
January 5, 2004 - October 31, 2008
AMERICAN GENERAL SECURITIES INCORPORATED
BD
CRD#: 13626
JUPITER, 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 MANAGEMENT, INC.
CORE WEALTH MANAGEMENT, INC.
CRD#: 162870 / SEC#: 801-113827
RIA
Registered Investment Advisory firm - (8/13/2018 Approved)Florida
Registered Investment Advisory firm - (9/26/2018 Terminated)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(7/17/2012)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
CORE WEALTH MANAGEMENT, INC.
CORE WEALTH MANAGEMENT, INC.
CRD#: 162870 / SEC#: 801-113827
RIA
Registered Investment Advisory firm - (8/13/2018 Approved)Florida
Registered Investment Advisory firm - (9/26/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4600 Military Trail Suite 215, Jupiter, FL 33458
Mailing Address
Phone number
(561) 491-0231
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 939 |
| AUM (Assets Under Management) | $ 345,478,379 |
Red Flags
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