August 8th, 2020
Todd Schanel, based in Jupiter, FL, is an Investment Advisor with 16 years of experience. Todd is registered with Core Wealth Management, which provides investment advisory services for 177 clients.
After checking the registration records of Todd Schanel, our system has identified the following question(s) to ask. Learn more.
Why did you choose to practice as an Investment Advisor?
Why ask? There are three types of financial advisors: Investment Advisors, Brokers, and Dually Registered professionals (advisors who operate as both a broker and an investment advisor). Financial professionals who practice solely as an Investment Advisor are considered true fiduciaries, just like doctors or lawyers, and have fewer conflicts of interest. 99.2% of all financial advisors barred from the industry have been either a broker or dually registered advisor. Learn more.
Our system found no other registration questions to ask. Checks take place monthly.
After checking the regulatory records of Todd Schanel, our system found no regulatory questions to ask. Checks take place monthly.
Next Step: Don’t forget! View the Core Wealth Management profile(s) for more questions to ask.
Todd Schanel is a Investment Advisor registered with Core Wealth Management. There are three types of financial advisors: Investment Advisors, Brokers, and Dually Registered professionals (advisors who operate as both a broker and an investment advisor).
Financial advisors who practice solely as an Investment Advisor are considered true fiduciaries, just like doctors or lawyers, and have fewer conflicts of interest. 99.2% of all financial advisors barred from the industry have been either a broker or dually registered advisor. Learn more.
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|FINRA Active||Previously (View Finra BrokerCheck CRD#4731679)|
|SEC Active||Yes (View SEC IAPD CRD#4731679)|
|Office Address||4600 Military Trail STE 215, Jupiter, FL 33458|
Financial professional has not provided a personal bio.
|% Assets||Ask Advisor|
Financial professional has not provided their certifications (e.g., CFP, CFA).
Form U4 filings contain a list of valuable disclosures that are relevant for Americans. Based on the most recent filing of Todd Schanel, investor.com identified the following regulatory disclosures.
|Total Years Registered||16 years|
|Total Registered Employers||3|
Core Wealth Management, registered in 2018, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 2 advisors. Core Wealth Management manages $167.1 million and provides investment advisory services for 177 clients (1:89 advisor/client ratio).
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Todd has been registered as a Investment Advisor for 16 years. Some professionals may maintain active licenses while performing in other business capacities for a financial advisory firm. Please refer to the firm’s website or other public disclosures.
A financial advisor may provide a variety of financial planning services for Americans. The primary goal of a financial advisor is to review your personal finances and work with you to achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan. Financial advisors focus primarily on money management, including investments like stocks, ETFs, and mutual funds.
Financial planning services may include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance.
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