TrueAdvisor
TrueAdvisor
GH
CFA
GH
CFA

Gregory Walter Halter

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

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.

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Employment History
Current Registrations
Carnegie Investment Counsel
February 2019 - Present · 7 yrs
Previous Registrations
Laurel Grove Capital LLC
November 2017 - February 2019 · 1 yr 3 mos
Re Investment CorporationBroker
November 2014 - February 2017 · 2 yrs 3 mos
Wellington Shields & CO., LLCBroker
April 2011 - November 2014 · 3 yrs 7 mos
Soleil Securities CorporationBroker
August 2005 - April 2011 · 5 yrs 8 mos
Instinet, LLCBroker
June 2001 - August 2005 · 4 yrs 2 mos
Lynch, Jones & Ryan, INC.Broker
November 1998 - June 2005 · 6 yrs 7 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.