Chad Warmbein, financial advisor Pepper Pike OH
90 score

Chad Warmbein

CRD Number: 6126793
Current Firm: Carnegie Investment Counsel

Chad Warmbein (CRD# 6126793) is an Investment Advisor Representative working at Carnegie Investment Counsel in Pepper Pike, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Carnegie Investment Counsel Pepper Pike, OH Oct 2015 - Current 1
Federated Investors Inc. Pittsburgh, PA Oct 2012 - Current 4
Federated Securities Corp Pittsburgh, PA Apr 2013 - Sep 2015 2
Mdt Advisers, A Division Of Federated Mdta LLC Boston, MA Apr 2013 - Sep 2015 2
Federated Investment Counseling Pittsburgh, PA Apr 2013 - Sep 2015 2
Federated Global Investment Management Corp New York, NY Apr 2013 - Sep 2015 2
Self-employed Mcmurray, PA Aug 2010 - Sep 2012 2
Liberty Insurance Pittsburgh, PA May 2011 - Jul 2011 < 1
Highland Woods Bonita Springs, FL Oct 2010 - May 2011 < 1
Ohio University Athens, OH Sep 2006 - Jun 2010 3
Rjl Group Pittsburgh, PA Jun 2009 - Aug 2009 < 1
Prime Solutions Adv Pittsburgh, PA Jun 2008 - Aug 2008 < 1
Peters Township School District Mcmurray, PA Aug 2002 - Aug 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Chad N. Warmbein
Phone Number: 216-367-4114
Registered State(s):
  • OH
  • PA
By the Numbers
  • Total Assets Under Management
    1,207
    MILLIONS
  • Total Number of Accounts
    2,550
    ACCOUNTS
  • Average Account Value
    $473,369
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CT, FL, IL, IN, KY, LA, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TN, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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