Gregory Walter Halter

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

• 11/2014 → 02/2017
  Re Investment Corporation
  Arlington, VA
• 02/2015 → 02/2017
  Re Advisers Corporation
  Arlington, VA
• 11/2017 → 01/2019
  Laurel Grove Capital, Llc
  Los Angeles, CA
• 06/2017 → 10/2017
  Self-Employed As Independent Contractor
  Hinckley, OH
• 03/2017 → 05/2017
  Unemployed
  Alexandria, VA
• 02/2019 → Present
  Carnegie Investment Counsel
  Pepper Pike, OH

Previous Registrations

• 2017-11-01 → 2019-02-04
  Laurel Grove Capital Llc
  Hinckley, OH
  Los Angeles, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-02-25

Designations

• Chartered Financial Analyst

Other Names

• Greg Walter Halter