Richard AltCRD Number: 1381648
Current Firm: Carnegie Investment Counsel
Strategic Wealth Partners, Ltd.
Jeffrey A Bogart Investment Advisor
Summit Wealth Partners, LLC
|Carnegie Investment Counsel||Beachwood, OH||Jul 2009 - Current||7|
|Carnegie Capital Management Company||Cleveland, OH||Jan 2008 - Apr 2009||1|
|Greenleaf Capital Management||Shaker Hts., OH||Jan 2004 - Jan 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2000|
|S65||NASAA Investment Advisors Law Examination||Dec 2002|
Total Assets Under Management1,207MILLIONS
Total Number of Accounts2,550ACCOUNTS
Average Account Value$473,369
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CT, FL, IL, IN, KY, LA, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TN, TX
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