Chad WarmbeinCRD 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 4 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
Michael Brady & Company, LLC
|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|
Total Assets Under Management1,207MILLIONS
Total Number of Accounts2,550ACCOUNTS
Average Account Value$473,369
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- 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)
AZ, CA, CT, FL, IL, IN, KY, LA, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TN, TX
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