Kimberly Martina Gannis

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

• 09/2015 → 11/2016
  Carnegie Investment Counsel
  Jefferson Hills, PA
• 11/2016 → 05/2024
  Carnegie Investment Counsel
  Canonsburg, PA
• 05/2024 → Present
  Carnegie Investment Counsel
  Canonsburg, PA

Previous Registrations

• 2012-05-16 → 2015-10-08
  Primesolutions Advisors, Llc
  Pittsburgh, PA
• 2013-08-26 → 2015-03-05
  Steel Tower Investments
  Pittsburgh, PA
• 2011-08-02 → 2012-05-08
  Amundi Pioneer Institutional Asset Management, Inc.
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-07-29
• S63 Uniform Securities Agent State Law Examination
  2005-09-15

Other Names

• Kim Gannis
• Kimberely M Gannis
• Kimberly Martina Gannis
• Kimberely Martina Gannis