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Douglas Matthew Warzinski

Carnegie Investment Counsel

Canonsburg, PA

Pepper Pike, OH

CRD 2636022

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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 2021-07-29
  • PA RA
    APPROVED
    Since 2021-07-29

Branch Locations

1500 Ashwood Drive Suite 1504, Canonsburg, PA 15317 • United States

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
Fi360, Inc Pittsburgh PA 03/2015 06/2017
Pnc Investments Pittsburgh PA 05/2018 06/2021
Unemployed Pittsburgh PA 06/2017 05/2018
Carnegie Investment Counsel Canonsburg PA 07/2021 05/2024
Carnegie Investment Counsel Canonsburg PA 05/2024 Present
  • 03/2015 → 06/2017
    Fi360, Inc
    Pittsburgh, PA
  • 05/2018 → 06/2021
    Pnc Investments
    Pittsburgh, PA
  • 06/2017 → 05/2018
    Unemployed
    Pittsburgh, PA
  • 07/2021 → 05/2024
    Canonsburg, PA
  • 05/2024 → Present
    Canonsburg, PA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-10-02
S65 Uniform Investment Adviser Law Examination 2018-03-22
  • S63 Uniform Securities Agent State Law Examination
    2018-10-02
  • S65 Uniform Investment Adviser Law Examination
    2018-03-22
Designations
  • Certified Financial Planner
Other Names
  • Douglas M Warzinski

View on SEC IAPD

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