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 11 - 20 of 33 top financial advisors.
11
Kimberely M. Gannis
CRD#: 4996314
30300 Chagrin Boulevard, Pepper Pike, OH 44124

Kimberely Gannis (CRD# 4996314) 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.

12
Margaret E. Halloran
CRD#: 4914913
30300 Chagrin Blvd., Cleveland, OH 44124

Margaret Halloran (CRD# 4914913) is an Investment Advisor Representative working at Carnegie Investment Counsel in Cleveland, OH and has over 8 years of experience in the finance industry.

13
Gregory W. Halter
CRD#: 3086380
30300 Chagrin Boulevard, Pepper Pike, OH 44124

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.

14
Christopher A. Henry
CRD#: 5474327
30300 Chagrin Boulevard, Pepper Pike, OH 44124

Christopher Henry (CRD# 5474327) 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.

15
Scott R. Inglis
CRD#: 4976397
30300 Chagrin Boulevard, Pepper Pike, OH 44124

Scott Inglis (CRD# 4976397) is an Investment Advisor Representative working at Carnegie Investment Counsel in Pepper Pike, OH and has 1 year of experience in the finance industry.

16
Brenton K. Luce
CRD#: 4657143
30300 Chagrin Boulevard, Pepper Pike, OH 44124

Brenton Luce (CRD# 4657143) is an Investment Advisor Representative working at Carnegie Investment Counsel in Pepper Pike, OH and has over 8 years of experience in the finance industry.

17
Ian Matheson
CRD#: 5503858
6830 Porto Fino Cir, # 1, Fort Myers, FL 33912

Ian Matheson (CRD# 5503858) is an Investment Advisor Representative working at Carnegie Investment Counsel in Fort Myers, FL and has over 16 years of experience in the finance industry.

18
Arthur G. Merriman
CRD#: 1063825
30300 Chagrin Boulevard, Pepper Pike, OH 44124

Arthur Merriman (CRD# 1063825) is an Investment Advisor Representative working at Carnegie Investment Counsel in Pepper Pike, OH and has over 41 years of experience in the finance industry.

19
Elmer L. Meszaros
CRD#: 1367739
30300 Chagrin Blvd., Cleveland, OH 44124

Elmer Meszaros (CRD# 1367739) is an Investment Advisor Representative working at Carnegie Investment Counsel in Cleveland, OH and has 1 year of experience in the finance industry.

20
Douglas S. Pease
CRD#: 4343786
30300 Chagrin Boulevard, Pepper Pike, OH 44124

Douglas Pease (CRD# 4343786) 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.

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