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Gary Paul Wagner

CARNEGIE CAPITAL ASSET MANAGEMENT, LLC·PEPPER PIKE, Ohio
Unclaimed Profile
30300 CHAGRIN BOULEVARD, PEPPER PIKE, OH 44124CRD# 2075729Firm CRD# 150488
01

About

Gary Paul Wagner is a registered financial advisor based in PEPPER PIKE, Ohio, affiliated with CARNEGIE CAPITAL ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CARNEGIE CAPITAL ASSET MANAGEMENT, LLC
CARNEGIE INVESTMENT COUNSEL
AUM
$4.5B
Regulatory assets under management
Employees
58
Total firm employees
View all advisors at CARNEGIE CAPITAL ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Regulatory
SEC/IARD CRD# 2075729
Firm CRD# 150488
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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