Unclaimed Profile

Gary Paul Wagner

CARNEGIE CAPITAL ASSET MANAGEMENT, LLC·PEPPER PIKE, Ohio

Series 7, Series 63, Series 65Clean record15 years registeredCARNEGIE CAPITAL ASSET MANAGEMENT, LLC

30300 CHAGRIN BOULEVARD, PEPPER PIKE, OH 44124CRD# 2075729Firm CRD# 150488

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gary Paul Wagner · PEPPER PIKE, OH

Registration

CRD #2075729 · CARNEGIE CAPITAL ASSET MANAGEMENT, LLC · 15 years registered

Brand Profile

Not yet started

Career History

CARNEGIE INVESTMENT COUNSEL

Dec 2010 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · December 7, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CARNEGIE CAPITAL ASSET MANAGEMENT, LLC

CRD 150488 · SEC 801-70242

AUM

$4.5B

Regulatory assets under management

Employees

7,293 client accounts

Services offered by CARNEGIE CAPITAL ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CARNEGIE CAPITAL ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Gary Paul Wagner offer?

Gary Paul Wagner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PEPPER PIKE, Ohio for a consultation.

What are Gary Paul Wagner's credentials?

Gary Paul Wagner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary Paul Wagner located?

Gary Paul Wagner is based in PEPPER PIKE, Ohio, working with CARNEGIE CAPITAL ASSET MANAGEMENT, LLC. Their office serves clients in the PEPPER PIKE metropolitan area and surrounding communities.

How does Gary Paul Wagner charge for services?

Gary Paul Wagner's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CARNEGIE CAPITAL ASSET MANAGEMENT, LLC?

CARNEGIE CAPITAL ASSET MANAGEMENT, LLC has approximately 58 employees and manages $4.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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