Arthur Gates Merriman

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

• 07/2014 → 05/2024
  Carnegie Investment Counsel
  Cleveland, OH
• 05/2024 → Present
  Carnegie Investment Counsel
  Pepper Pike, OH

Previous Registrations

• 2010-11-05 → 2014-07-08
  Mai Capital Management, Llc
  Cleveland, OH
• 2003-03-21 → 2010-09-24
  Stifel Independent Advisors, Llc
  Mayfield Village, OH
  Cleveland, OH
• 2002-07-30 → 2003-03-24
  Stifel, Nicolaus & Company, Incorporated
  Beachwood, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-11-25
• S63 Uniform Securities Agent State Law Examination
  1982-09-29

Other Names

• Arthur Gates Iii Merriman