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Gary Paul Wagner

Carnegie Investment Counsel

Pepper Pike, OH

CRD 2075729

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Employer firm

Carnegie Investment Counsel CRD 150488

$7.51B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • COMMENTARIES AND BLOGPOSTS

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

Current Employers
Carnegie Investment Counsel

30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-04-22
TX RA APPROVED_RES 2011-01-14
OH RA APPROVED 2010-12-07
  • PA RA
    APPROVED
    Since 2024-04-22
  • TX RA
    APPROVED_RES
    Since 2011-01-14
  • OH RA
    APPROVED
    Since 2010-12-07

Branch Locations

30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725 • 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
OrganizationCityStateFromTo
Carnegie Investment Counsel Pepper Pike OH 02/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-01-03
S63 Uniform Securities Agent State Law Examination 1990-07-27
  • S65 Uniform Investment Adviser Law Examination
    1994-01-03
  • S63 Uniform Securities Agent State Law Examination
    1990-07-27

View on SEC IAPD

Nearby Firms

NIRVANA ANALYTICS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
UBS FINANCIAL SERVICES INC.

Nearby Investors

JAMES BURNER CREW
Ridwan Kolade Umar
Pierson Joseph Wagner

Nearby Offices

NIRVANA ANALYTICS, LLC · PEPPER PIKE, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PEPPER PIKE, OH
UBS FINANCIAL SERVICES INC. · PEPPER PIKE, OH

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