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Douglas Matthew Warzinski

Carnegie Investment Counsel

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About Douglas Matthew Warzinski

Douglas Warzinski is a financial advisor with Carnegie Investment Counsel. Douglas has been in the industry since 1995 and is a Certified Financial Planner. Douglas has passed the Series 6, 7, 63 and 65 exams. Douglas has worked for PNC Investments and Copeland Equities, Inc. before joining Carnegie Investment Counsel. Douglas specializes in portfolio management for businesses and individuals, financial planning, and pension consulting.

Firm Information

Douglas Warzinski is currently registered with Carnegie Investment Counsel. Carnegie Investment Counsel is an investment advisor based in PEPPER PIKE, OH, United States. The firm provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They manage approximately $4,519,647,788 in regulatory assets under management for 7,293 total client accounts.
Carnegie Investment Counsel

30300 CHAGRIN BOULEVARD

PEPPER PIKE, OH 44124

$4.52B

Assets Under Management

Not reported

Total Clients

30

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Douglas Warzinski’s Registration & Firm History

PA

07/29/2021 - Present

Carnegie Investment Counsel (Canonsburg PA)

PA

07/25/2018 - 06/30/2021

PNC INVESTMENTS (PITTSBURGH PA)

NJ

10/05/1995 - 01/15/1999

COPELAND EQUITIES, INC. (SOMERSET NJ)

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Licenses & Designations

BC

Issued 10/02/2018

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/22/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2018

Series 7 - General Securities Representative Examination

BC

Issued 10/04/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Douglas Matthew Warzinski.
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