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Charlene Fogel

Investment Adviser Representative at FOGEL CAPITAL MANAGEMENT INC

Stuart, FLCRD #2622281Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
31 yrs
States Registered
1 states
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Charlene Fogel has worked in the securities industry since 1995. They are registered to provide investment advisory services in Florida.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Florida
Examinations passed
Series 2
Non-Member General Securities Examination
Passed 5/17/1995

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Fogel Capital Management Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

FOGEL CAPITAL MANAGEMENT INCCurrent
6/22/1995Stuart, FL
FOGEL CAPITAL MANAGEMENT INC
6/22/199512/31/2022Stuart, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at FOGEL CAPITAL MANAGEMENT INC

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View FOGEL CAPITAL MANAGEMENT INC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Charlene Fogel has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Charlene Fogel - Financial Advisor in Stuart, FL | AdvisorFinder