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Brittany Nicole Blazey

Carnegie Investment Counsel

Pepper Pike, OH

Maumee, OH

CRD 6217133

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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 2019-08-19
  • OH RA
    APPROVED
    Since 2019-08-19

Branch Locations

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

1701 Woodlands Dr. Suite 200, Maumee, OH 43537 • 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 Toledo OH 10/2018 05/2022
Private Wealth Consultants Ltd Toledo OH 01/2013 09/2018
Carnegie Investment Counsel Maumee OH 05/2022 05/2024
Carnegie Investment Counsel Maumee OH 05/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-14
  • S65 Uniform Investment Adviser Law Examination
    2019-06-14
Other Names
  • Brittany Nicole Schwab

View on SEC IAPD

Nearby Firms

NIRVANA ANALYTICS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
UBS FINANCIAL SERVICES INC.

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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