Gregory Halter, financial advisor Pepper Pike OH

Gregory Halter

CRD Number: 3086380
Current Firm: Carnegie Investment Counsel

Gregory Halter (CRD# 3086380) is an Investment Advisor Representative working at Carnegie Investment Counsel in Pepper Pike, OH and has over 25 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Carnegie Investment Counsel Pepper Pike, OH Feb 2019 - Current 5
Laurel Grove Capital, LLC Los Angeles, CA Nov 2017 - Jan 2019 1
Self-employed As Independent Contractor Hinckley, OH Jun 2017 - Oct 2017 < 1
Unemployed Alexandria, VA Mar 2017 - May 2017 < 1
Re Advisers Corporation Arlington, VA Feb 2015 - Feb 2017 2
Re Investment Corporation Arlington, VA Nov 2014 - Feb 2017 2
Nreca Arlington, VA Feb 2015 - Dec 2015 < 1
Nreca Arlington, VA Nov 2014 - Feb 2015 < 1
Re Advisers Corporation Arlington, VA Nov 2014 - Feb 2015 < 1
Wellington Shields & Company LLC New York, NY Apr 2011 - Oct 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
Contact Info for Gregory W. Halter
Phone Number: 216-367-4114
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    4,520
    MILLIONS
  • Total Number of Accounts
    7,293
    ACCOUNTS
  • Average Account Value
    $619,724
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MT, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV

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