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Todd M Schanel

Todd M Schanel

CFP®
CORE WEALTH MANAGEMENT
JUPITER, FL
·CRD# 4731679·22 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2007

Years of Experience

22 years in the financial services industry

Current & Past Employments

CORE WEALTH MANAGEMENT, INC.·CRD# 162870
RIA
4600 Military Trail Suite 215, Jupiter, FL 33458
July 17, 2012 - Present
OSAIC SERVICES, INC.·CRD# 133763
RIA
Jupiter, FL
October 31, 2008 - July 30, 2012
OSAIC SERVICES, INC.·CRD# 133763
BD
Jupiter, FL
October 31, 2008 - July 30, 2012
AMERICAN GENERAL SECURITIES INCORPORATED·CRD# 13626
RIA
Jupiter, FL
October 18, 2005 - October 31, 2008
AMERICAN GENERAL SECURITIES INCORPORATED·CRD# 13626
BD
Jupiter, FL
January 5, 2004 - October 31, 2008

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Current Firm

CORE WEALTH MANAGEMENT, INC.
CORE WEALTH MANAGEMENT, INC.

CORE WEALTH MANAGEMENT, INC.

CRD#: 162870 / SEC#: 801-113827
RIA
Registered Investment Advisory firm - SEC (8/13/2018 Approved)
Florida
Registered Investment Advisory firm - Florida (9/26/2018 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

4600 Military Trail Suite 215, Jupiter, FL 33458

Phone Number

(561) 491-0231

# of Employees

4

SEC notice filing (6 States and Territories)

Registered to provide investment advisory services in 6 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/2/2026)

Regulatory Assets Under Management

Total Number of Accounts

999

AUM (Assets Under Management)

$404,712,669

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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.

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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.

CORE WEALTH MANAGEMENT, INC.

CRD#: 162870 / SEC#: 801-113827
RIA
Registered Investment Advisory firm - SEC (8/13/2018 Approved)
Florida
Registered Investment Advisory firm - Florida (9/26/2018 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Florida
(7/17/2012)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2007About the Series 66 exam

Series 7 — General Securities Representative Examination

Passed Jan 2004About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Todd M Schanel's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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