Carnegie Investment Counsel
Carnegie Investment Counsel (CRD# 150488) is a financial advisory firm headquartered in Pepper Pike, OH. They manage $3,470,336,580 in 6,883 accounts and serve the financial needs of clients across 30 states (or territories).
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Total Assets Under Management3,470MILLION
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Total Number of Accounts6,883ACCOUNTS
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Average Account Value$504,190
- 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, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV
Shams Afzal (CRD# 6446314) is an Investment Advisor Representative working at Carnegie Investment Counsel in Toledo, OH and has over 5 years of experience in the finance industry.
William Anderson (CRD# 4518862) is an Investment Advisor Representative working at Carnegie Investment Counsel in Pepper Pike, OH and has over 16 years of experience in the finance industry.
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. Bryan Blackburn 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.
Stephanie Bush (CRD# 2490489) is an Investment Advisor Representative working at Carnegie Investment Counsel in Pepper Pike, OH and has over 29 years of experience in the finance industry.
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.
Robert Carroll (CRD# 5113389) 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. 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.
Winifred Coleman (CRD# 4010231) is an Investment Advisor Representative working at Carnegie Investment Counsel in Englewood, FL and has over 23 years of experience in the finance industry.
Wesley Creese (CRD# 2967082) 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.
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.