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Brandon Lee Thuott

Carnegie Investment Counsel

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About Brandon Lee Thuott

Brandon Thuott is an investment advisor representative with Carnegie Investment Counsel. Brandon has been in the industry since 2005 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Brandon is registered to provide investment advisory services in California. Brandon holds the Series 6, 7, 63, and 65 licenses.

Firm Information

Brandon Thuott 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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Brandon Thuott’s Registration & Firm History

CA

07/01/2022 - Present

Carnegie Investment Counsel (LOS ANGELES CA)

WA

07/29/2005 - 02/07/2008

TD AMERITRADE, INC. (BELLEVUE WA)

KS

03/10/2005 - 08/03/2005

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 03/03/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/10/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/20/2005

Series 7 - General Securities Representative Examination

BC

Issued 03/09/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon Lee Thuott.
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