Brandon Lee Thuott

Carnegie Investment Counsel

16 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

July 2022 - Present · 3 yrs 7 mos

Previous Registrations

Telos Capital Management, INC.

May 2022 - June 2022 · 1 mo

Genter Capital Management

March 2012 - May 2022 · 10 yrs 2 mos

Amerivest Investment Management, LLC

April 2006 - February 2008 · 1 yr 10 mos

TD Ameritrade, INC.

August 2005 - February 2008 · 2 yrs 6 mos

Waddell & Reed, INC.

March 2005 - August 2005 · 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.