Margaret
Halloran
Carnegie Investment Counsel
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About this Advisor
Margaret Halloran is a financial advisor working in Cleveland, Ohio who has 6 years of industry experience. Halloran is an advisor for Carnegie Investment Counsel. Their career trajectory has included roles at Carnegie Investment Counsel and Midwest Investment Managment LLC. Halloran maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to work in Ohio. Carnegie Investment Counsel is an advisory firm operating out of Cleveland, OH. It has offices in eight locations and a total of 54 advisors. It controls $4 billion in assets between its 6,883 accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 20 charities and foundations. Of its 6,883 customer accounts, 26% are held by high-net-worth investors who have greater than $1 million in assets. Carnegie Investment Counsel has a number 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. Financial management fees typically depend on which services the firm provides the client. However, fees charged by Carnegie Investment Counsel most likely are comprised of 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
Margaret Halloran Work History
Margaret has been registered as a financial advisor for 6 years.*
Carnegie Investment Counsel
Midwest Investment Managment LLC
*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 Margaret Halloran 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
New York, NY
Cleveland, OH
Jefferson Hills, PA
Cleveland, OH
Cleveland, OH
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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