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Peter Alfred Vandenbroeck

Carnegie Investment Counsel

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About Peter Alfred Vandenbroeck

Peter Vandenbroeck is an investment advisor representative with Carnegie Investment Counsel. Peter is based in Cleveland, Ohio. Peter has been in the industry for over 30 years. Peter has passed the Series 63, Series 65, Series 66 and Series 7 exams. Peter has also worked at Raymond James & Associates, Inc., BT ALEX. BROWN INCORPORATED, ALEX. BROWN & SONS INCORPORATED, DEUTSCHE MORGAN GRENFELL/C. J. LAWRENCE INC., KEMPER SECURITIES GROUP, INC. and PRESCOTT, BALL & TURBEN, INC. Peter is registered in the state of Ohio.

Firm Information

Peter Vandenbroeck 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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Peter Vandenbroeck’s Registration & Firm History

OH

10/10/2017 - Present

Carnegie Investment Counsel (CLEVELAND OH)

OH

10/25/2006 - 05/13/2013

RAYMOND JAMES & ASSOCIATES, INC. (BEACHWOOD OH)

MD

09/01/1997 - 07/14/1998

BT ALEX. BROWN INCORPORATED (BALTIMORE MD)

NA

11/01/1995 - 09/01/1997

ALEX. BROWN & SONS INCORPORATED

NY

01/20/1992 - 11/21/1995

DEUTSCHE MORGAN GRENFELL/C. J. LAWRENCE INC. (NEW YORK NY)

MO

09/04/1990 - 01/20/1992

KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)

NA

10/22/1985 - 09/04/1990

PRESCOTT, BALL & TURBEN, INC.

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Licenses & Designations

BOTH

Issued 12/13/2006

Series 66 - Uniform Combined State Law Examination

IA

Issued 06/20/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/18/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/24/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Alfred Vandenbroeck.
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