Maxwell Fogel (CRD# 7163874) is an Investment Advisor Representative working at Fogel Capital Management Inc. in Stuart, FL and has over 2 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5575170
Edward Jones
CRD# 2650834
Convergence Investment Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Magv Securities, Inc. | Hoboken, NJ | May 2022 - Current | 1 |
| Canaccord Genuity | New York, NY | Jul 2021 - Current | 2 |
| Hva | New York, NY | Feb 2020 - Jul 2021 | 1 |
| Maxim Group | New York, NY | Aug 2019 - Feb 2020 | < 1 |
| Indiana University - Kelley School Of Business | Bloomington, IN | Aug 2017 - May 2019 | 1 |
| Fogel Capital Management | New York, NY | May 2017 - Aug 2017 | < 1 |
| Indiana University | Bloomington, IN | Aug 2015 - May 2017 | 1 |
| Ideaquest, LLC | Ramsey, NJ | Jun 2015 - Aug 2015 | < 1 |
| Indiana University | Bloomington, IN | Aug 2014 - May 2015 | < 1 |
| Martin County High School | Stuart, FL | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
| S63 | Uniform Securities State Law Examination | Sep 2021 |
- FL
- NJ
- NY
-
Total Assets Under Management351MILLIONS
-
Total Number of Accounts242ACCOUNTS
-
Average Account Value$1,450,207
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, NJ, NY
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