Bryan
Blackburn
Carnegie Investment Counsel
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About this Advisor
Bryan Blackburn is a certified financial planner who works in Cleveland, Ohio who has 6 years of industry experience. Blackburn works at Carnegie Investment Counsel. Their career trajectory has included roles at Schwab Private Client Investment Advisory, Inc, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Mcdonald Partners LLC and Carnegie Investment Counsel. Blackburn maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to advise clients in Ohio. Carnegie Investment Counsel is a registered investment business that has its headquarters in Cleveland, OH. The firm has offices in eight locations and a total of 54 employees. It has $4 billion in assets across its 6,883 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 20 charitable organizations. Of its 6,883 client accounts, 26% belong to high-net-worth investors who have more than $1 million in investable assets. The firm performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees usually are based on which service is provided. Fee types billed by Carnegie Investment Counsel most likely include asset-based, hourly and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Carnegie Investment Counsel Brokerage Details
$3,470,336,580
54
6,883
$504,190
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Bryan Blackburn Work History
Bryan has been registered as a financial advisor for 6 years.*
Carnegie Investment Counsel
Mcdonald Partners LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Schwab Private Client Investment Advisory, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bryan Blackburn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Carnegie Investment Counsel
Cleveland, OH
Toledo, OH
Jefferson Hills, PA
Cleveland, OH
New York, NY
Cleveland, OH
Toledo, OH
Cleveland, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
