Arthur Gates Merriman

Carnegie Investment Counsel

22 Years of Experience

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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

January 2015 - Present · 11 yrs 1 mo

Previous Registrations

Mai Wealth Advisors LLC

November 2010 - July 2014 · 3 yrs 8 mos

Century Securities Associates INC

March 2003 - September 2010 · 7 yrs 6 mos

Stifel Nicolaus & CO INC Investment Services

July 2002 - March 2003 · 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.