DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Todd M Schanel

Core Wealth Management, Inc.independent RIAJupiter, FlIA-onlyIAPD 4731679

Certified Financial Planner · Chartered Financial Analyst

Feed of 09/14/2026

At current firm

14 y

since Jul 17, 2012

In the industry

23 y

since Jul 1, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Principal and Director of Investment Advisory Servicesreportedcore-wm.comfirm site, Sep 16, 2026
Designations: CFA, CPA, CFP, MBAreportedcore-wm.comas printed on the bio page, Sep 17, 2026
Founder: “Todd is honored to serve as Core Wealth Management’s founding principal and investment advisor.”reportedcore-wm.comthe sentence on the bio page
Partner or owner: “Todd is honored to serve as Core Wealth Management’s founding principal and investment advisor.”reportedcore-wm.comthe sentence on the bio page
Professional profile: CORE-WM.COM/todd-schanel-cfa-cpa-cfpreportedcore-wm.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Core Wealth Management, Inc. independent RIA current
since Jul 17, 2012 · Jupiter, Fl
Sagepoint Financial, Inc. former
Oct 31, 2008 to Jul 30, 2012 · Jupiter, Fl
American General Securities Incorporated unclassified
Oct 18, 2005 to Oct 31, 2008 · Jupiter, Fl

Moves

a registration end followed by a registration begin elsewhere

Sagepoint Financial, Inc. to Core Wealth Management, Inc.
left Jul 30, 2012, registered Jul 17, 2012 (-13 days) · Other
American General Securities Incorporated to Sagepoint Financial, Inc.
left Oct 31, 2008, registered Oct 31, 2008 (0 days) · corporate re-registration, not a move

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address