Alejandro Miguel Velazquez

CFP

Carnegie Investment Counsel

9 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

February 2025 - Present · 1 yr

Previous Registrations

Northwestern Mutual Investment Services,llc

May 2015 - August 2021 · 6 yrs 3 mos

Northwestern Mutual Investment Services, LLCBroker

March 2015 - August 2021 · 6 yrs 5 mos

Raymond James Financial Services, INC.Broker

February 2014 - January 2015 · 11 mos

Ameriprise Financial Services, INC.Broker

January 2014 - February 2014 · 1 mo

David Lerner Associates, INC.Broker

April 2013 - December 2013 · 8 mos

John Thomas FinancialBroker

July 2012 - March 2013 · 8 mos

State Registrations2 states

CTNY

Advisor

Exams

No exam information available for this advisor.