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Maxwell Charles Fogel

Investment Adviser Representative at FOGEL CAPITAL MANAGEMENT INC

Stuart, FLCRD #7163874Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
States Registered
3 states
Exams Passed
4

Professional summary

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

Maxwell Charles Fogel has worked in the securities industry since 2022. They are registered to provide investment advisory services in Florida, New Jersey, and New York.

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
FloridaNew JerseyNew York
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/11/2023
Series 63
Uniform Securities Agent State Law Examination
Passed 9/29/2021
Series 7
General Securities Representative Examination
Passed 1/8/2020
SIE
Securities Industry Essentials Examination
Passed 10/23/2019

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
3/13/2023Stuart, FL
MAGV SECURITIES, INC.
5/18/20228/12/2022Jersey City, NJ
CANACCORD GENUITY LLC
7/21/20213/4/2022New York, NY
MAXIM GROUP LLC
1/8/20203/3/2020New York, NY

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. Maxwell Charles 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.

Maxwell Charles Fogel - Financial Advisor in Stuart, FL | AdvisorFinder