Carlo Edward Bronzie

Employer firm

Formidable Asset Management, LLC CRD 167555

$903M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2019 → 12/2019
  Dewey's Pizza
  Cincinnati, OH
• 05/2017 → 09/2017
  Oriental Wok
  Cincinnati, OH
• 06/2021 → 12/2021
  Formidable Asset Management, Llc
  Cincinnati, OH
• 01/2023 → 12/2023
  Bahl And Gaynor
  Cincinnati, OH
• 08/2022 → 12/2022
  Delta Airlines
  Cincinnati, OH
• 08/2014 → 05/2020
  Walnut Hills High School
  Cincinnati, OH
• 08/2020 → 12/2024
  University Of Cincinnati
  Cincinnati, OH
• 12/2024 → Present
  Formidable Asset Management, Llc
  Cincinnati, OH

Other Businesses

Select Model Management, Not Investment Related, 400 N Michigan Ave Suite 700, Chicago IL, Modeling, Model, June 2021, 6 hours/month (varies), modeling infrequently

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-04