Charles Taylor Foss
Investment adviser representative at Core Wealth Advisors, Inc.
22 yearsExperience
2 statesRegistered in
$702.1MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Core Wealth Advisors, Inc.Feb 2013 to now
- Pro Baseball Services, Inc.Nov 2004 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Core Wealth Advisors, Inc.
$702.1MAssets managed
586Clients
11Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4633605
- Firm CRD
- 174386