TrueAdvisor
TrueAdvisor
DW
CFP
DW
CFP

Douglas Matthew Warzinski

Carnegie Investment Counsel
10 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Carnegie Investment Counsel
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
3,159 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$6.5B

Fee Structure

Minimum Investment:$500K

Location

1500 Ashwood Drive, Suite 1504, Canonsburg, PA, 15317

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Carnegie Investment Counsel
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
PNC InvestmentsBroker
July 2018 - June 2021 · 2 yrs 11 mos
PNC Investments
May 2018 - June 2021 · 3 yrs 1 mo
Copeland Equities, INC.Broker
October 1995 - January 1999 · 3 yrs 3 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.