Carnegie Investment Counsel

Firm record

As recorded in SEC IAPD

Firm CRD

150488

SEC number

801-70242

Firm type

RIA

Assets under management

$7.5B as of Apr 17, 2026

Website

www.linkedin.com/company/carnegieinvest ↗

Phone

216-367-4114

Address

30300 Chagrin Boulevard, Pepper Pike, OH, 44124-5725

Advisors at this firm

38 in our index · page 1 of 1

• Richard A AhlCRD 4538903 · Winter Park, FL
  IA Registered
• Richard Lee AltCRD 1381648 · Fort Meyers, FL
  IA Registered
• William Robert AndersonCRD 4518862 · Pepper Pike, OH
  IA Registered
• Shams AfzalCRD 6446314 · Maumee, OH
  IA Registered
• Ryan L ApplegateCRD 6757783 · Los Angeles, CA
  IA Registered
• Brittany Nicole BlazeyCRD 6217133 · Maumee, OH
  IA Registered
• Robert Patrick CarrollCRD 5113389 · Cincinnati, OH
  IA Registered
• Benjamin Duffield ConnardCRD 7090675 · Stamford, CT
  IA Registered
• Michael James CurryCRD 6838618 · Cranberry Township, PA
  IA Registered
• Steven J DaughertyCRD 3277359 · Pepper Pike, OH
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Wendy Lynn EldridgeCRD 4586114 · Pepper Pike, OH
  IA Registered
• Linda Louise FousekCRD 2330962 · Pepper Pike, OH
  IA Registered
• John Randall FryeCRD 849182 · Los Angeles, CA
  IA Registered
• Kimberly Martina GannisCRD 4996314 · Canonsburg, PA
  IA Registered
• Skye GarlandCRD 7254596 · Cincinnati, OH
  IA Registered
• Brendan Alexander GoldsteinCRD 6397441 · Sag Harbor, NY
  IA Registered
• Margaret Ellen HalloranCRD 4914913 · Cleveland, OH
  IA Registered
• Gregory Walter HalterCRD 3086380 · Pepper Pike, OH
  IA RegisteredRegistration inactive
• Alison J HamiltonCRD 6254153 · Stamford, CT
  IA RegisteredRegistration inactive
• Christopher Allen HenryCRD 5474327 · Maumee, OH
  IA Registered
• Scott Raymond InglisCRD 4976397 · Pepper Pike, OH
  IA Registered
• John Jay KnoxCRD 1407389 · Stamford, CT
  IA Registered
• David Kennedy LaidlawCRD 4380157 · Stamford, CT
  IA Registered
• Arthur Gates MerrimanCRD 1063825 · Pepper Pike, OH
  IA Registered
• Lynn Renee NajmanCRD 724958 · Stamford, CT
  IA Registered
• Michael Benjamin OliverCRD 4315680 · Stamford, CT
  IA Registered
• Douglas Seth PeaseCRD 4343786 · Pepper Pike, OH
  IA Registered
• Maria Isabel R. PedrosaCRD 5761120 · Los Angeles, CA
  IA Registered
• Charles Andrew RobbCRD 3066690 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Heidi Leann RoseCRD 3003909 · Cincinnati, OH
  IA Registered
• Cooper James SmithCRD 8109167 · Stamford, CT
  IA Registered
• Brandon Lee ThuottCRD 4925170 · Los Angeles, CA
  IA Registered
• David Abbott TillsonCRD 2519824 · Stamford, CT
  IA Registered
• Peter Alfred VandenbroeckCRD 1364434 · Cleveland, OH
  IA Registered
• Keith Allen VargoCRD 2027358 · Cleveland, OH
  IA Registered
• Alejandro Miguel VelazquezCRD 6089811 · Stamford, CT
  IA RegisteredRegistration inactive
• Gary Paul WagnerCRD 2075729 · Pepper Pike, OH
  IA Registered
• Douglas Matthew WarzinskiCRD 2636022 · Canonsburg, PA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.