Brandon Lee Thuott

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

• 06/2010 → 05/2022
  Rnc Genter Capital Management
  Los Angeles, CA
• 05/2022 → 06/2022
  Telos Capital Management, Inc.
  San Diego, CA
• 07/2022 → 05/2024
  Carnegie Investment Counsel
  Los Angeles, CA
• 05/2024 → Present
  Carnegie Investment Counsel
  Los Angeles, CA

Previous Registrations

• 2022-05-28 → 2022-06-27
  Telos Capital Management, Inc.
  San Diego, CA
• 2012-03-05 → 2022-05-24
  Genter Capital Management
  Los Angeles, CA
• 2005-08-23 → 2008-02-07
  Td Ameritrade, Inc.
  Bellevue, WA
  Bellevue, WA
• 2006-04-25 → 2008-02-07
  Td Ameritrade Investment Management, Llc
  Bellevue, WA
• 2005-03-29 → 2005-08-03
  Waddell & Reed
  Lewiston, ID

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-03-03
• S63 Uniform Securities Agent State Law Examination
  2005-03-10

Other Names

• Brandon Lee Tuott