Gary Wagner has been President/Principal of Carnegie Capital Asset Management since April 2009, is a control person of the firm and directly owns between 25% and 50% of it. Gary Wagner holds a Bachelor of Science in Finance from Duquesne University and a Master of Business Administration from Kent State University.
Carnegie Capital Asset Management, LLC is a Pepper Pike, OH firm with $7.51B under management, 3,281 clients and 39 advisers across 11 offices, as of its July 2026 filing.
Gary P. Wagner is Principal and President of Carnegie Investment Counsel, based in Cleveland. Wagner also works directly with clients to provide investment and strategic wealth advice, sits on Carnegie's Investment Committee and manages the firm's strategic initiatives and operations. Prior to joining Carnegie, Wagner worked with the Reserve Management Corp, Schwab Institutional and Federated Investors.
- Carnegie Investment CounselCurrent– present · 15 yearsPepper Pike, OH · Adviser representative · Firm CRD 150488
Professional designations
Listed by Carnegie Capital Asset Management
- AIF®
Investment adviser representative registrations
Gary Wagner is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from December 2010; the most recent is Pennsylvania, in April 2024.
- OhioSince 7 December 2010
- PennsylvaniaSince 22 April 2024
- TexasResidentSince 14 January 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 January 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 July 1990 |
| Series 7 | General Securities Representative Examination | 20 July 1990 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gary Paul Wagner
- CRD
- 2075729
- Firm
- Carnegie Capital Asset Management · CRD 150488
- Role
- President/Principal
- Office
- 30300 CHAGRIN BOULEVARD, Pepper Pike, OH 44124-5725
- Registration
- Investment adviser registration
- In the industry since
- December 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- carnegieinvest.com
Where does Gary Wagner work?
Gary Wagner has been President/Principal of Carnegie Capital Asset Management, LLC since April 2009, and is a control person of the firm.
Is Gary Wagner a financial advisor?
Yes. Gary Wagner has a current investment-adviser registration in Ohio, Pennsylvania and Texas, through Carnegie Capital Asset Management since December 2010.
How many years of experience does Gary Wagner have?
Gary Wagner has 15 years in the financial industry, since December 2010, across 1 adviser firm.
What exams has Gary Wagner passed?
Gary Wagner has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in July 1990.
Where is Gary Wagner based?
Gary Wagner’s registered office is in Pepper Pike, OH.
Is Gary Wagner registered with FINRA?
No. Gary Wagner has no current broker registration.
How can I verify Gary Wagner’s record?
Search CRD 2075729 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gary Wagner’s full registration record.
Richard AltChief Executive Officer/Principal
Joseph SpidalieriChief Operating Officer- Ann Shigemura-HildebrandChief Compliance Officer
Benjamin ConnardPrincipal, Director, Portfolio Manager
John KnoxPrincipal, Director
Michael OliverPrincipal, Director, Portfolio Manager
David TillsonPrincipal, Director, Portfolio Manager