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Arthur Gates Merriman

Carnegie Investment Counsel

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About Arthur Gates Merriman

Arthur Merriman is an investment advisor representative with Carnegie Investment Counsel. Arthur has been with Carnegie Investment Counsel since July 2014. Arthur has a long history of experience in the financial industry, having worked for several other firms before joining Carnegie Investment Counsel. Arthur has been registered as an investment advisor representative in the state of Ohio since January 2, 2015.

Firm Information

Arthur Merriman is currently registered with Carnegie Investment Counsel. Carnegie Investment Counsel is an investment advisor based in PEPPER PIKE, OH, United States. The firm provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They manage approximately $4,519,647,788 in regulatory assets under management for 7,293 total client accounts.
Carnegie Investment Counsel

30300 CHAGRIN BOULEVARD

PEPPER PIKE, OH 44124

$4.52B

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Arthur Merriman’s Registration & Firm History

OH

01/02/2015 - Present

Carnegie Investment Counsel (PEPPER PIKE OH)

OH

03/21/2003 - 09/24/2010

CENTURY SECURITIES ASSOCIATES, INC. (CLEVELAND OH)

MO

11/11/1994 - 03/24/2003

STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)

NY

02/02/1990 - 11/28/1994

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

09/24/1982 - 02/15/1990

SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/25/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/29/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/1996

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 05/05/1983

Series 3 - National Commodity Futures Examination

BC

Issued 09/18/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Arthur Gates Merriman.
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