Christopher
Henry

Carnegie Investment Counsel

CRD#5474327
Investment Advisor
in Toledo, OH

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About this Advisor

Christopher Henry is a financial advisor working in Toledo, Ohio, who has 5 years of industry experience. Henry currently works for Carnegie Investment Counsel. Over the course of their career, Henry has held roles at Private Wealth Consultants, Carnegie Investment Counsel and Private Wealth Consultants LTD. Henry maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in Ohio. Carnegie Investment Counsel is a company operating out of Cleveland, OH. The firm has offices in eight locations and a total of 54 financial advisors. It oversees $4 billion in assets under management among its 6,883 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 20 charitable organizations. Of its 6,883 customer accounts, 26% belong to high-net-worth clients who have at least $1 million in investable assets. The company has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on the financial services provided. Fees billed by Carnegie Investment Counsel can consist of asset-based, hourly and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Performance-based Fees

Office Location

6591 Central Ave #108
Toledo, OH 43617

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Carnegie Investment Counsel Brokerage Details

Total Assets Under Management

$3,470,336,580

OH Average: $2,106,341,625
Total Number of Employees

54

OH Average: 34
Total Number of Accounts

6,883

OH Average: 1,972
Average Account Size

$504,190

OH Average: $1,068,125

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

Christopher Henry Work History

Christopher has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Carnegie Investment Counsel

2018 - Present (6 years)

Carnegie Investment Counsel

2018 - 2018 (< 1 year)

Private Wealth Consultants LTD

2011 - 2018 (7 years)

Private Wealth Consultants

*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 Christopher Henry 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

Linda Fousek
Cleveland, OH
Brittany Blazey
Toledo, OH
Brendan Goldstein
New York, NY
Bryan Blackburn
Cleveland, OH
Razmig Pounardjian
Cleveland, OH
Kimberely Gannis
Jefferson Hills, PA
Scott Inglis
Cleveland, OH
Christopher Henry
Toledo, 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.

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