Richard John Villosis

Employer firm

Carnegie Wealth Management LLC CRD 329747

$65.0M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers

Carnegie Wealth Management Llc

La Canada, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-04-11

CA RA
APPROVED

Since 2024-04-11

Branch Locations

La Canada, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Marathon Petroleum Corporation	Carson	CA	07/2005	Present
Western International Securities, Inc.	Pasadena	CA	02/2017	01/2024
Carnegie Wealth Management Llc	La Canada	CA	04/2024	Present

07/2005 → Present

Marathon Petroleum Corporation

Carson, CA
02/2017 → 01/2024

Western International Securities, Inc.

Pasadena, CA
04/2024 → Present

Carnegie Wealth Management Llc

La Canada, CA

Previous Registrations

2018-03-02 → 2024-01-12

Western International Securities, Inc.

Pasadena, CA

Pasadena, CA

Other Businesses

MARATHON PERTROLEUM COPROATION (FORMALLY TESORO CORPORATION); NON-INVESTMENT RELATED; 2350 E 223RD ST. CARSON, CA 90810; CARSON, CA; PROCESS SPECIALIST; JULY 2005

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-02-26
S63	Uniform Securities Agent State Law Examination	2002-02-11

S66 Uniform Combined State Law Examination

2018-02-26
S63 Uniform Securities Agent State Law Examination

2002-02-11

View on SEC IAPD