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RIA / WealthAdvisor13 years in industry

Chad Warmbein

Advisor at GUARDIAN WEALTH PARTNERS, LLC

Pittsburgh, PA

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Search this name across graphsid dfx:ria:a17adb4d-f06c-0c73-07aa-e09954409044

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Apr 4, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GUARDIAN WEALTH PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 30, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Mar 30, 2013
First registration: Apr 4, 2013
Dual registered: no
Other names: CHAD NICHOLAS WARMBEIN
IAPD individual key: 6126793

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GUARDIAN WEALTH PARTNERS, LLC	Independent wealth	Mar 31, 2022	n/a	yes	Pittsburgh, PA\|Pittsburgh, PA	Current employment
CARNEGIE INVESTMENT COUNSEL	Independent wealth	Oct 9, 2015	Apr 6, 2022	no	PEPPER PIKE, OH	Previous registration
FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.	Asset manager	Apr 18, 2013	Sep 4, 2015	no	NEW YORK, NY\|NEW YORK, NY	Previous registration
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC	Asset manager	Apr 8, 2013	Sep 4, 2015	no	BOSTON, MA	Previous registration
FEDERATED INVESTMENT COUNSELING	Institutional manager	Apr 4, 2013	Sep 4, 2015	no	PITTSBURGH, PA	Previous registration
FEDERATED SECURITIES CORP.	No RAUM reported	Apr 4, 2013	Sep 4, 2015	no	PITTSBURGH, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CARNEGIE INVESTMENT COUNSEL	GUARDIAN WEALTH PARTNERS, LLC	Apr 6, 2022	Mar 31, 2022	-6	Firm change	RIA to ibd
FEDERATED INVESTMENT COUNSELING	MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC	Sep 4, 2015	Apr 8, 2013	-879	Channel change	Other
FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.	CARNEGIE INVESTMENT COUNSEL	Sep 4, 2015	Oct 9, 2015	35	Firm change	Other
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC	FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.	Sep 4, 2015	Apr 18, 2013	-869	Channel change	Other
FEDERATED SECURITIES CORP.	FEDERATED INVESTMENT COUNSELING	Sep 4, 2015	Apr 4, 2013	-883	Channel change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
150488:310203:OH:2022-04-06	Apr 6, 2022	Mar 31, 2022	PEPPER PIKE, OH	Firm change

Relationships

Registered with (6)

→ GUARDIAN WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Mar 31, 2022 to presentfactForm ADV
→ CARNEGIE INVESTMENT COUNSELRegistered adviserregistration: previous registration
Oct 9, 2015 to Apr 6, 2022factForm ADV
→ FEDERATED INVESTMENT COUNSELINGRegistered adviserregistration: previous registration
Apr 4, 2013 to Sep 4, 2015factForm ADV
→ FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.Registered adviserregistration: previous registration
Apr 18, 2013 to Sep 4, 2015factForm ADV
→ MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLCRegistered adviserregistration: previous registration
Apr 8, 2013 to Sep 4, 2015factForm ADV
→ FEDERATED SECURITIES CORP.Registered adviserregistration: previous registration
Apr 4, 2013 to Sep 4, 2015factForm ADV

Dated events

Occurred
Apr 6, 2022
Advisor changed firm
Chad Warmbein left Carnegie Investment Counsel for Guardian Wealth Partners, Llc (registered 2022-03-31)
Form ADVobserved 6 days ago