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Michael Benjamin Oliver

Carnegie Investment Counsel

Pepper Pike, OH

Stamford, CT

CRD 4315680

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Employer firm

Carnegie Investment Counsel CRD 150488

$7.51B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • COMMENTARIES AND BLOGPOSTS

From the firm’s Form ADV. Read the guides:

Current Employers
Carnegie Investment Counsel

30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-02-04
  • CT RA
    APPROVED
    Since 2025-02-04

Branch Locations

30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725 • United States

4 High Ridge Park, 3Rd Floor, Stamford, CT 06905 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Carnegie Investment Counsel Stamford CT 02/2025 Present
Bny Mellon Wealth Management New York NY 08/2013 05/2019
Eagle Ridge Investment Management, Llc Stamford CT 05/2019 02/2025
  • 02/2025 → Present
    Carnegie Investment Counsel
    Stamford, CT
  • 08/2013 → 05/2019
    Bny Mellon Wealth Management
    New York, NY
  • 05/2019 → 02/2025
    Eagle Ridge Investment Management, Llc
    Stamford, CT
Previous Registrations
  • 2012-05-15 → 2013-02-28
    Lazard Wealth Management
    New York, NY
  • 2007-10-08 → 2010-07-12
    Deloitte Investment Advisors Llc
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-09-18
S63 Uniform Securities Agent State Law Examination 2001-01-19
  • S65 Uniform Investment Adviser Law Examination
    2007-09-18
  • S63 Uniform Securities Agent State Law Examination
    2001-01-19
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

NIRVANA ANALYTICS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
UBS FINANCIAL SERVICES INC.

Nearby Investors

JAMES BURNER CREW
Ridwan Kolade Umar
Pierson Joseph Wagner

Nearby Offices

NIRVANA ANALYTICS, LLC · PEPPER PIKE, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PEPPER PIKE, OH
UBS FINANCIAL SERVICES INC. · PEPPER PIKE, OH

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