Chad Warmbein
Chad Warmbein is a registered investment advisor at Park Avenue Investment Advisory, LLC, based in Pittsburgh, PA, with 12 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Retirement Planning. Their firm serves 255 clients with $98M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PAA offers investment management through various programs. Fees are based on the value of your account and may be negotiable. The total client fee consists of an advisor fee, a platform fee, and a strategy fee (if applicable). The platform fee is tiered, decreasing as your assets increase. The maximum annual client fee is 3%.
Location
4400 Campbells Run Rd, Pittsburgh, PA, 15205
Get directionsHistory
Regulatory History
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.
Learn about disclosures →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
Previous Registrations
Carnegie Investment Counsel
Federated Global Investment Management CORP.
Mdt Advisers, a Division of Federated Mdta LLC
Federated Investment Counseling
Federated Securities CORP.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.