Carnegie Investment Counsel

Carnegie Investment Counsel (CRD# 150488) is a financial advisory firm headquartered in Pepper Pike, OH. They manage $1,207,091,148 in 2,550 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,207
    MILLION
  • Total Number of Accounts
    2,550
    ACCOUNTS
  • Average Account Value
    $473,369
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, IL, IN, KY, LA, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TN, TX

Financial Advisors at Carnegie Investment Counsel
Showing 1 - 10 of 23 top financial advisors.
1
Richard L. Alt
CRD#: 1381648
25550 Chagrin Boulevard, Suite 101, Cleveland, OH 44122
98
Wealthminder
score
Richard Alt (CRD# 1381648) is an Investment Advisor Representative working at Carnegie Investment Counsel in Cleveland, OH and has over 15 years of experience in the finance industry.
2
Gary P. Wagner
CRD#: 2075729
30300 Chagrin Boulevard, Pepper Pike, OH 44124
98
Wealthminder
score
Gary Wagner (CRD# 2075729) is an Investment Advisor Representative working at Carnegie Investment Counsel in Pepper Pike, OH and has over 26 years of experience in the finance industry.
3
Robert P. Carroll
CRD#: 5113389
30300 Chagrin Boulevard, Pepper Pike, OH 44124
96
Wealthminder
score

Robert Carroll (CRD# 5113389) is an Investment Advisor Representative working at Carnegie Investment Counsel in Pepper Pike, OH and has over 10 years of experience in the finance industry. Robert Carroll has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Thomas P. Carroll
CRD#: 841753
30300 Chagrin Boulevard, Pepper Pike, OH 44124
96
Wealthminder
score

Thomas Carroll (CRD# 841753) is an Investment Advisor Representative working at Carnegie Investment Counsel in Pepper Pike, OH and has over 23 years of experience in the finance industry. Thomas Carroll has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Paul S. McCollum
CRD#: 1489371
8087 Washington Village Drive, Suite 134, Dayton, OH 45458
96
Wealthminder
score

Paul McCollum (CRD# 1489371) is an Investment Advisor Representative working at Carnegie Investment Counsel in Dayton, OH and has over 30 years of experience in the finance industry. Paul McCollum has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Heidi L. Rose
CRD#: 3003909
30300 Chagrin Boulevard, Pepper Pike, OH 44124
96
Wealthminder
score

Heidi Rose (CRD# 3003909) is an Investment Advisor Representative working at Carnegie Investment Counsel in Pepper Pike, OH and has over 18 years of experience in the finance industry. Heidi Rose has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
William R. Anderson
CRD#: 4518862
30300 Chagrin Boulevard, Pepper Pike, OH 44124
93
Wealthminder
score

William Anderson (CRD# 4518862) is an Investment Advisor Representative working at Carnegie Investment Counsel in Pepper Pike, OH and has over 9 years of experience in the finance industry.

8
Stephanie K. Bush
CRD#: 2490489
30300 Chagrin Boulevard, Pepper Pike, OH 44124
93
Wealthminder
score

Stephanie Bush (CRD# 2490489) is an Investment Advisor Representative working at Carnegie Investment Counsel in Pepper Pike, OH and has over 22 years of experience in the finance industry.

9
Winifred M. Coleman
CRD#: 4010231
16 Dominica Drive, Englewood, FL 34223
93
Wealthminder
score

Winifred Coleman (CRD# 4010231) is an Investment Advisor Representative working at Carnegie Investment Counsel in Englewood, FL and has over 17 years of experience in the finance industry.

10
Linda L. Fousek
CRD#: 2330962
30300 Chagrin Boulevard, Pepper Pike, OH 44124
93
Wealthminder
score

Linda Fousek (CRD# 2330962) is an Investment Advisor Representative working at Carnegie Investment Counsel in Pepper Pike, OH and has over 23 years of experience in the finance industry.

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