Wesley Creese, financial advisor Pepper Pike OH

Wesley Creese

CRD Number: 2967082
Current Firm: Carnegie Investment Counsel

Wesley Creese (CRD# 2967082) is an Investment Advisor Representative working at Carnegie Investment Counsel in Pepper Pike, OH and has over 26 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Carnegie Investment Counsel Fort Meyers, FL Nov 2023 - Current < 1
Herbein & Company Pittsburgh, PA Nov 2023 - Current < 1
Bbr Benefits Solutions, LLC Pittsburgh, PA Nov 2010 - Current 13
Carnegie Investment Counsel Pepper Pike, OH Nov 2022 - Nov 2023 1
Creese, Smith, & Company, LLC Pittsburgh, PA Nov 1996 - Nov 2023 27
Hoffman Capital Advisors LLC Cranberry Twp, PA Oct 2022 - Feb 2023 < 1
Riverstone Wealth Management LLC Wexford, PA Jan 2017 - Oct 2022 5
Mid Atlantic Capital Corporation Wexford, PA Nov 2017 - Sep 2021 3
Hefren-tillotson, Inc. Pittsburgh, PA Oct 1997 - Nov 2017 20
Wesley W. Creese, Cpa Financial Advisor, LLC Pittsburgh, PA Feb 2008 - Dec 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1997
S65 NASAA Investment Advisors Law Examination Dec 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Wesley W. Creese
Phone Number: 216-367-4114
Registered State(s):
  • FL
  • PA
By the Numbers
  • Total Assets Under Management
    3,470
    MILLIONS
  • Total Number of Accounts
    6,883
    ACCOUNTS
  • Average Account Value
    $504,190
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, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MT, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV

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