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Ralph F

Series 63, Series 66, Series 65

New York, NY

Fogel Neale Wealth Management, LLC

Ralph Fogel is the sole advisor at Fogel Neale Wealth Management, LLC in New York, NY, with 35 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His career includes roles at INTE Securities LLC and leadership of multiple affiliated entities under the Fogel Neale name since 2009. Fogel Neale Wealth Management provides discretionary asset and wealth management services to individuals, trusts, estates, and retirement plans. The firm manages approximately $5.4 million for a small client base, offering customized portfolios constructed from seven model allocations and employing both fundamental and quantitative research, along with a technical overlay and tactical cash adjustments.

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