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Gary Paul Wagner

Carnegie Investment Counsel

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About Gary Paul Wagner

Gary Paul Wagner is an investment advisor representative with Carnegie Investment Counsel. Gary Paul Wagner is registered with the state of Ohio, Pennsylvania and Texas. Gary Paul Wagner has been in the industry for over 30 years and has experience in providing financial planning, pension consulting, and portfolio management services.

Firm Information

Gary Wagner 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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Gary Wagner’s Registration & Firm History

OH

01/14/2011 - Present

Carnegie Investment Counsel (PEPPER PIKE OH)

NY

01/24/2001 - 07/18/2002

RESRV PARTNERS, INC. (NEW YORK NY)

TX

02/08/1995 - 06/12/2000

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

PA

12/22/1993 - 02/07/1995

FEDERATED SECURITIES CORP. (PITTSBURGH PA)

NA

10/30/1990 - 12/08/1993

EQUICO SECURITIES, INC.

NA

10/30/1990 - 12/08/1993

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

NY

07/31/1990 - 12/08/1993

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

07/31/1990 - 12/08/1993

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/03/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/27/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/20/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gary Paul Wagner.
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