Charlene Fogel has been an investment adviser representative at Fogel Capital Management since June 1995, and is not listed among the firm’s executive officers or direct owners.
Fogel Capital Management Inc is a Stuart, FL firm with $437M under management, 263 clients and 7 advisers in one office, as of its March 2026 filing.
- Fogel Capital Management IncCurrent– present · 31 yearsStuart, FL · Adviser representative · Firm CRD 108212
Investment adviser representative registrations
Charlene Fogel is registered as an investment adviser representative in Florida, since June 1995.
- FloridaSince 22 June 1995
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 2 | Non-Member General Securities Examination | 17 May 1995 |
- Name
- Non-Member General Securities Examination
- CRD
- 2622281
- Firm
- Fogel Capital Management · CRD 108212
- Office
- 453 RIVERSIDE DRIVE, Stuart, FL 34994
- Registration
- Investment adviser registration
- In the industry since
- June 1995
- Disciplinary history
- Not yet shown here · SEC record
Where does Charlene Fogel work?
Charlene Fogel is an investment adviser representative registered through Fogel Capital Management Inc since June 1995, and is not listed among the firm’s executive officers or direct owners.
Is Charlene Fogel a financial advisor?
Yes. Charlene Fogel has a current investment-adviser registration in Florida, through Fogel Capital Management since June 1995.
How many years of experience does Charlene Fogel have?
Charlene Fogel has 31 years in the financial industry, since June 1995, across 1 adviser firm.
What exams has Charlene Fogel passed?
Charlene Fogel passed the Series 2 in May 1995.
Where is Charlene Fogel based?
Charlene Fogel’s registered office is in Stuart, FL.
Is Charlene Fogel registered with FINRA?
No. Charlene Fogel has no current broker registration.
How can I verify Charlene Fogel’s record?
Search CRD 2622281 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charlene Fogel’s full registration record.
