CW
CW

Chad Warmbein

12 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
255 clients
Average Client Portfolio
$385K average
Assets Under Management
$98.3M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

244 Boulevard of the Allies, Pittsburgh, PA, 15222

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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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Other Business ActivitiesSells Insurance

Chad sells insurance other than Guardian, starting in August 2024, dedicating minimal time to this activity. This activity is investment-related.

Employment History
Current Registrations
Park Avenue Investment Advisory, LLC
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Carnegie Investment Counsel
October 2015 - April 2022 · 6 yrs 6 mos
Federated Global Investment Management CORP.
April 2013 - September 2015 · 2 yrs 5 mos
Mdt Advisers, a Division of Federated Mdta LLC
April 2013 - September 2015 · 2 yrs 5 mos
Federated Investment Counseling
April 2013 - September 2015 · 2 yrs 5 mos
Federated Securities CORP.
April 2013 - September 2015 · 2 yrs 5 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.