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Joseph Michael Spidalieri

CARNEGIE CAPITAL ASSET MANAGEMENT, LLC·PEPPER PIKE, Ohio
SIE, Series 4, Series 7, Series 24, Series 55, Series 57TO, Series 66, Series 79TO, Series 99TOClean recordCARNEGIE CAPITAL ASSET MANAGEMENT, LLC
30300 CHAGRIN BOULEVARD, PEPPER PIKE, OH 44124CRD# 4419389Firm CRD# 150488

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Michael Spidalieri · PEPPER PIKE, OH
Registration
CRD #4419389 · CARNEGIE CAPITAL ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 55
Series 57TO
Series 66
Series 79TO
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CARNEGIE CAPITAL ASSET MANAGEMENT, LLC
CRD 150488 · SEC 801-70242
AUM
$4.5B
Regulatory assets under management
Employees
58
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 →
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Frequently Asked Questions

What services does Joseph Michael Spidalieri offer?
Joseph Michael Spidalieri specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PEPPER PIKE, Ohio for a consultation.
What are Joseph Michael Spidalieri's credentials?
Joseph Michael Spidalieri is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Michael Spidalieri located?
Joseph Michael Spidalieri 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 Joseph Michael Spidalieri charge for services?
Joseph Michael Spidalieri'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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