Bryan
Blackburn

Carnegie Investment Counsel

CRD#5797386
Investment Advisor
in Cleveland, OH

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About this Advisor

Bryan Blackburn is a financial advisor based in Cleveland, Ohio, working with Carnegie Investment Counsel. Bryan has previously held positions at Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Mcdonald Partners LLC, and Carnegie Investment Counsel. Bryan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio. Currently, Bryan is part of Carnegie Investment Counsel, which operates out of Cleveland, Ohio. The firm has 8 offices and 58 employees. The firm manages assets totaling $4.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Carnegie Investment Counsel includes asset-based, hourly, and performance-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

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

30300 Chagrin Boulevard
Cleveland, OH 44124

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Carnegie Investment Counsel Brokerage Details

Total Assets Under Management

$4,519,647,788

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

58

OH Average: 34
Total Number of Accounts

7,293

OH Average: 1,972
Average Account Size

$619,724

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

Bryan Blackburn Work History

2017 - Present (7 years)

Carnegie Investment Counsel

2017 - 2017 (< 1 year)

Mcdonald Partners LLC

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

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

Denny Johnson
Cleveland, OH
Shams Afzal
Cleveland, OH
Bryan Blackburn
Cleveland, OH
Heidi Rose
Cleveland, OH
Robert Carroll
Cleveland, OH
Christopher Carey
Cleveland, OH
Linda Fousek
Cleveland, OH
Brittany Blazey
Cleveland, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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