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Bryan Robert Blackburn

Carnegie Investment Counsel

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About Bryan Robert Blackburn

Bryan Blackburn is a financial advisor registered in Ohio with Carnegie Investment Counsel. Bryan has over 7 years of experience in the financial industry. Bryan Blackburn has a Series 7 and Series 66 license, as well as the SIE exam. Bryan Blackburn holds the Certified Financial Planner designation. Bryan has experience working with high-net-worth individuals, corporations, and charitable organizations. Carnegie Investment Counsel is a registered investment advisor with over 35 years of experience providing financial advice and investment management services to individuals, corporations, and institutions. The firm has approximately $4.5 billion in assets under management.

Firm Information

Bryan Blackburn 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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Bryan Blackburn’s Registration & Firm History

OH

08/22/2017 - Present

Carnegie Investment Counsel (PEPPER PIKE OH)

OH

01/19/2017 - 07/21/2017

MCDONALD PARTNERS LLC (CLEVELAND OH)

OH

07/10/2014 - 01/11/2017

WELLS FARGO CLEARING SERVICES, LLC (PEPPER PIKE OH)

CO

08/17/2010 - 07/18/2014

CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)

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Licenses & Designations

BOTH

Issued 07/11/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/20/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/21/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bryan Robert Blackburn.
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