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Carnegie Investment Counsel CRD 150488
$7.51B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-07-01 |
Branch Locations
1875 Century Park E. Suite 880, Los Angeles, CA 90067 • United States
30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rnc Genter Capital Management | Los Angeles | CA | 11/2003 | 04/2019 |
| Imst Distributors, Llc | Oakland | CA | 01/2013 | 08/2018 |
| Imst Distributors, Llc | Huntington Beach | CA | 08/2018 | 04/2019 |
| Imst Distributors, Llc | Irvine | CA | 04/2019 | 05/2022 |
| Rnc Genter Capital Management | Irvine | CA | 04/2019 | 06/2022 |
| Telos Capital Management, Inc. | San Diego | CA | 05/2022 | 06/2022 |
| Carnegie Investment Counsel | Los Angeles | CA | 07/2022 | 05/2024 |
| Carnegie Investment Counsel | Los Angeles | CA | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-06 |
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