Charles Taylor Foss

Employer firm

Core Wealth Advisors, Inc. CRD 174386

$702M regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → Present
  Core Wealth Advisors, Inc.
  Lakeland, FL
• 11/2004 → 12/2016
  Pro Baseball Services, Inc.
  Lakeland, FL

Previous Registrations

• 2013-11-19 → 2015-03-31
  Calton & Associates, Inc.
  Lakeland, FL
  Tampa, FL
• 2004-03-11 → 2013-11-20
  Wall Advisors, Inc.
  Lakeland, FL

Other Businesses

1. CORE Wealth Aviation, 124 South Florida Avenue, Suite 4, Lakeland, Florida 33801; Not investment related; Aircraft Holding Company; Fractional Ownership Partner; Started: 6/2021; Number of hours per month: 2, 0 during trading hours; Duties: Maintain scheduling, books and records related to aircraft ownership; 2. Forefront Group, Inc., 480 West Main St., Blue Ridge, Georgia 30513; Not investment related; Restaurant Ownership Group; Member of LLC; Started: 8/2022; Number of hours per month: 2, 0 during trading hours; Duties: Passive investment in restaurant group; 3. CORE Wealth Accountants, LLC; 124 South Florida Avenue, Suite 4, Lakeland, Florida 33801; Not investment related; Tax preparation and consulting firm; 100% owner; Number of hours per month: 8; Duties: Tax preparation and consulting.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-02-14

Other Names

• Chuck T Foss