Todd M Schanel

Employer firm

Core Wealth Management, Inc. CRD 162870

$405M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 07/2003 → Present
  Schanel & Associates, Pa
  Jupiter, FL
• 06/2012 → Present
  Core Wealth Management, Inc.
  Jupiter, FL

Previous Registrations

• 2008-10-31 → 2012-07-30
  Osaic Services, Inc.
  Jupiter, FL
• 2005-10-18 → 2008-10-31
  American General Securities Incorporated
  Jupiter, FL
  Juno Beach, FL

Other Businesses

4/2005 - Present: Horizon Investment Partners, LLC, 4600 Military Trail, Suite 215, Jupiter, Florida 33458. The entity is a non-public Limited Liability Company set-up to own, operate, and manage the property located at 4600 Military Trail. The property management services are not investment-related. Mr. Schanel is a Managing Member of Horizon Investment Partners and spends approximately 1 hour a month during non-business hours managing the property. 7/2003 - Present: Schanel & Associates, PA, 4600 Military Trail, Suite 215, Jupiter, Florida 33458. Schanel & Associates, PA is a full service CPA firm providing accounting services to individuals and business clients. The CPA practice in not investment-related. Mr. Schanel is a Director and CPA of Schanel & Associates, PA and devotes approximately 25% to 50% of his time during securities trading hours to the responsibilities of the accounting practice.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-10

Designations

• Certified Financial Planner
• Chartered Financial Analyst