Carnegie Investment Counsel

Carnegie Investment Counsel (CRD# 150488) is a financial advisory firm headquartered in Pepper Pike, OH. They manage $4,519,647,788 in 7,293 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,520
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Carnegie Investment Counsel
Showing 1 - 10 of 33 top financial advisors.
1
Shams Afzal
CRD#: 6446314
30300 Chagrin Boulevard, Pepper Pike, OH 44124

Shams Afzal (CRD# 6446314) is an Investment Advisor Representative working at Carnegie Investment Counsel in Pepper Pike, OH and has over 6 years of experience in the finance industry.

2
Richard L. Alt
CRD#: 1381648
6830 Porto Fino Circle, #1, Fort Myers, FL 33912
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.
3
William R. Anderson
CRD#: 4518862
30300 Chagrin Boulevard, Pepper Pike, OH 44124

William Anderson (CRD# 4518862) is an Investment Advisor Representative working at Carnegie Investment Counsel in Pepper Pike, OH and has over 17 years of experience in the finance industry.

4
Bryan R. Blackburn
CRD#: 5797386
30300 Chagrin Boulevard, Pepper Pike, OH 44124

Bryan Blackburn (CRD# 5797386) is an Investment Advisor Representative working at Carnegie Investment Counsel in Pepper Pike, OH and has over 13 years of experience in the finance industry.

5
Christopher W. Carey
CRD#: 7054433
30300 Chagrin Boulevard, Pepper Pike, OH 44124

Christopher Carey (CRD# 7054433) is an Investment Advisor Representative working at Carnegie Investment Counsel in Pepper Pike, OH and has over 4 years of experience in the finance industry.

6
Robert P. Carroll
CRD#: 5113389
30300 Chagrin Boulevard, Pepper Pike, OH 44124

Robert Carroll (CRD# 5113389) 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.

7
Winifred M. Coleman
CRD#: 4010231
16 Dominica Drive, Englewood, FL 34223

Winifred Coleman (CRD# 4010231) is an Investment Advisor Representative working at Carnegie Investment Counsel in Englewood, FL and has over 24 years of experience in the finance industry.

8
Wesley W. Creese
CRD#: 2967082
30300 Chagrin Boulevard, Pepper Pike, OH 44124

Wesley Creese (CRD# 2967082) 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.

9
Linda L. Fousek
CRD#: 2330962
30300 Chagrin Boulevard, Pepper Pike, OH 44124

Linda Fousek (CRD# 2330962) is an Investment Advisor Representative working at Carnegie Investment Counsel in Pepper Pike, OH and has over 30 years of experience in the finance industry.

10
John R. Frye
CRD#: 849182
1875 Century Park East, Suite 880, Los Angeles, CA 90067

John Frye (CRD# 849182) is an Investment Advisor Representative working at Carnegie Investment Counsel in Los Angeles, CA and has 1 year of experience in the finance industry.

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