TrueAdvisor
TrueAdvisor
CR
CR

Charles Andrew Robb

Carnegie Investment Counsel
26 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Carnegie Investment Counsel
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
3,159 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$6.5B

Fee Structure

Minimum Investment:$500K

Location

1875 Century Park E., Suite 880, Los Angeles, CA, 90067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Carnegie Investment Counsel
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Telos Capital Management, INC.
May 2022 - June 2022 · 1 mo
Imst Distributors, LLCBroker
January 2013 - May 2022 · 9 yrs 4 mos
Grand Distribution Services, LLCBroker
February 2011 - December 2012 · 1 yr 10 mos
Genter Advisors LLC
December 2006 - May 2022 · 15 yrs 5 mos
Multiple Financial Services, INC.Broker
November 2005 - March 2009 · 3 yrs 4 mos
Genter Capital Management
January 2004 - May 2022 · 18 yrs 4 mos
Charles Schwab & CO., INC.
May 2002 - November 2003 · 1 yr 6 mos
Charles Schwab & CO., INC.Broker
July 1999 - November 2003 · 4 yrs 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.