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30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-02-13 |
Branch Locations
4 High Ridge Park, 3Rd Floor, Stamford, CT 06905 • 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 |
|---|---|---|---|---|
| Eagle Ridge Investment Management Llc | Westport | CT | 08/2008 | 02/2025 |
| Carnegie Investment Counsel | Stamford | CT | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-08-05 |
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