Steven J Daugherty

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2000 → 11/2019
  Charles Schwab & Co., Inc.
  Cleveland, OH
• 11/2019 → 04/2020
  Unemployed
  Avon, OH
• 05/2020 → 02/2023
  Ss&C Market Services, Llc
  Quincy, MA
• 03/2026 → Present
  Carnegie Investment Counsel
  Pepper Pike, OH
• 02/2023 → 03/2026
  Pnc Private Bank
  Akron, OH

Previous Registrations

• 2000-10-05 → 2019-12-04
  Charles Schwab & Co., Inc.
  Richfield, OH
  Westlake, OH
  Westlake, OH
  Austin, TX

Other Businesses

AVON HIGH SCHOOL, NOT INVESTMENT RELATED, 37545 DETROIT RD AVON OH 44011, HIGH SCHOOL COACHING, ASSISTANT WRESTLING COACH, 10/2021, 30 HRS/MON, NONE DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-17
• S66 Uniform Combined State Law Examination
  1999-09-18

Other Names

• Steven James Daugherty