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Brendan Alexander Goldstein

Carnegie Investment Counsel

Pepper Pike, OH

Sag Harbor, NY

CRD 6397441

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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
NY RA APPROVED 2021-05-11
PA RA APPROVED 2019-07-17
  • NY RA
    APPROVED
    Since 2021-05-11
  • PA RA
    APPROVED
    Since 2019-07-17

Branch Locations

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

78 Main Street Unit 13, Sag Harbor, NY 11963 • 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
Lebenthal Wealth Advisors Llc New York NY 08/2014 10/2016
Lebenthal Asset Management Llc New York NY 10/2016 09/2017
Carnegie Investment Counsel New York NY 09/2017 03/2020
Carnegie Investment Counsel Sag Harbor NY 03/2020 05/2024
Carnegie Investment Counsel Sag Harbor NY 05/2024 Present
Previous Registrations
  • 2017-01-18 → 2017-11-16
    Lebenthal Asset Management, Llc
    New York, NY
  • 2016-12-22 → 2016-12-31
    Lebenthal Asset Management, Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-22
  • S65 Uniform Investment Adviser Law Examination
    2016-12-22

View on SEC IAPD

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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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