DT
CFA
DT
CFA

David Abbott Tillson

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
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
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Location

4 High Ridge Park, 3rd Floor, Stamford, CT, 06905

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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
February 2025 - Present · 1 yr
Previous Registrations
Eagle Ridge Investment Management LLC
October 2008 - March 2018 · 9 yrs 5 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.