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Carol S Gangewer

Compass ION Advisors, LLC

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About Carol S Gangewer

Carol Gangewer is a registered investment advisor representative with Compass Ion Advisors, LLC. Carol has been in the industry since 1993 and has a broad range of experience, including providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Carol has held previous positions at APW Capital, Inc. and Emerging Growth Equities, LTD. Carol is licensed in Pennsylvania and holds the Series 7, Series 63, Series 65 and SIE licenses.

Firm Information

Carol Gangewer is currently registered with Compass ION Advisors, LLC. Compass ION Advisors, LLC is a registered investment advisor located in Conshohocken, PA. The firm manages approximately $1 billion to $10 billion in assets for individuals, high-net-worth individuals, and pension and profit sharing plans. They offer financial planning, portfolio management for individuals and businesses, and selection of other advisors.
Compass ION Advisors, LLC

300 CONSHOHOCKEN STATE ROAD

CONSHOHOCKEN, PA 19428

$1.09B

Assets Under Management

6

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carol Gangewer’s Registration & Firm History

PA

01/27/2014 - Present

Compass ION Advisors, LLC (CONSHOHOCKEN PA)

PA

01/09/2009 - 01/12/2023

APW CAPITAL, INC. (WEST CONSHOHOCKEN PA)

PA

07/30/2001 - 12/31/2008

EMERGING GROWTH EQUITIES, LTD. (KING OF PRUSSIA PA)

NY

12/21/1992 - 07/24/2001

INVESTEC PMG CAPITAL (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/03/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/08/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carol S Gangewer.
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