Bryan Robert Blackburn

CFP

Carnegie Investment Counsel

15 Years of Experience

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

30300 Chagrin Boulevard, Pepper Pike, OH, 44124

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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.

Employment History

Current Registrations

Carnegie Investment Counsel

August 2017 - Present · 8 yrs 6 mos

Previous Registrations

Mcdonald Partners LLCBroker

January 2017 - July 2017 · 6 mos

Mcdonald Partners LLC

January 2017 - July 2017 · 6 mos

Wells Fargo Clearing Services, LLC

July 2014 - January 2017 · 2 yrs 6 mos

Wells Fargo Clearing Services, LLCBroker

July 2014 - January 2017 · 2 yrs 6 mos

Schwab Private Client Investment Advisory, INC.

July 2012 - July 2014 · 2 yrs

Charles Schwab & CO., INC.

July 2012 - July 2012 · 0 mos

Charles Schwab & CO., INC.Broker

August 2010 - July 2014 · 3 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.