Carol Gangewer, financial advisor Conshohocken PA
93 score

Carol Gangewer

CRD Number: 1418375
Current Firm: Compass Ion Advisors, LLC

Carol Gangewer (CRD# 1418375) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Conshohocken, PA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Comprehensive Asset Management & Servicing Parsippany, NJ Jan 2009 - Current 7
Compass Ion Advisors, LLC Conshohocken, PA Dec 2008 - Current 8
Comprehensive Capital Management Parsippany, NJ Jan 2009 - Jan 2014 5
Ege Advisors, Ltd. King Of Prussia, PA Jan 2006 - Dec 2008 2
Emerging Growth Equities, Ltd. King Of Prussia, PA Jul 2001 - Dec 2008 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1993
S65 NASAA Investment Advisors Law Examination Apr 1998
Contact Info for Carol S. Gangewer
Phone Number: 610-783-4265
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    572
    MILLIONS
  • Total Number of Accounts
    2,538
    ACCOUNTS
  • Average Account Value
    $225,303
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, DE, FL, IL, MA, MD, NC, NH, NJ, NY, OH, PA, TX, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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