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Scott Raymond Inglis

Carnegie Investment Counsel

Pepper Pike, OH

Philadelphia, PA

CRD 4976397

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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
OH RA APPROVED 2017-05-23
LA RA APPROVED 2017-05-15
PA RA APPROVED 2014-06-06
  • OH RA
    APPROVED
    Since 2017-05-23
  • LA RA
    APPROVED
    Since 2017-05-15
  • PA RA
    APPROVED
    Since 2014-06-06

Branch Locations

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

1845 Walnut Street Suite 1974, Philadelphia, PA 19103 • 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 Beachwood OH 06/2014 05/2024
Carnegie Investment Counsel Philadelphia PA 05/2024 Present
Previous Registrations
  • 2011-09-30 → 2014-04-04
    Fieldstone Financial Management Group, Llc
    Radnor, PA
    Foxboro, MA
  • 2009-03-20 → 2011-09-30
    Great Circle Investment Management
    Glen Mills, PA
    Glen Mills, PA
  • 2008-01-11 → 2009-03-19
    Flagship Capital Management Inc
    Media, PA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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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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