Wesley
Creese
Carnegie Investment Counsel
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About this Advisor
Wesley Creese is a personal financial specialist who works in Wexford, Pennsylvania with 1 year of relevant experience. Creese is on the advisory team at Carnegie Investment Counsel. Throughout their career, Creese has worked at Riverstone Wealth Management LLC, Carnegie Investment Counsel, Hoffman Capital Advisors LLC, Creese, Smith, & Co., LLC, Hefren-Tillotson, Inc, Mid Atlantic Capital Corporation, Wesley W. Creese, Cpa Financial Advisor, LLC and Bbr Benefits Solutions, LLC. Creese has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania. Carnegie Investment Counsel is a financial advisory firm that has its headquarters in Cleveland, OH. The firm has offices in eight locations and a total of 54 employees. It oversees $4 billion in assets across its 6,883 client accounts, making it one of the largest firms in the nation by assets under management. The firm advises 20 charitable organizations. Of its 6,883 client accounts, 26% are associated with high-net-worth investors who have more than $1 million in assets. Carnegie Investment Counsel offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on the type of services. However, fees charged by Carnegie Investment Counsel can consist of any combination of asset-based, hourly and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Carnegie Investment Counsel Brokerage Details
$3,470,336,580
54
6,883
$504,190
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Wesley Creese Work History
Wesley has been registered as a financial advisor for 1 years.*
Carnegie Investment Counsel
Hoffman Capital Advisors LLC
Bbr Benefits Solutions, LLC
Creese, Smith, & Co., LLC
Riverstone Wealth Management LLC
Mid Atlantic Capital Corporation
Wesley W. Creese, Cpa Financial Advisor, LLC
Hefren-Tillotson, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Wesley Creese to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Carnegie Investment Counsel
Cleveland, OH
Toledo, OH
New York, NY
Cleveland, OH
Cleveland, OH
Jefferson Hills, PA
Cleveland, OH
Cleveland, OH
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