Carnegie Investment Counsel Expands Advisor Opportunities in Key Markets

Carnegie Investment Counsel Expands Advisor Opportunities in Key Markets

May 08, 2024 by PR Newswire

Key Facts

  • Carnegie Investment Counsel, a distinguished independent Registered Investment Advisor (RIA) managing over $4.5 billion in assets (as of 4/1/24), announces strategic opportunities for advisors in select regions, including Southern California, Ohio, Pennsylvania, and Florida.
  • "Our expansion initiative aims to partner with talented advisors who, perhaps, wish to escape the barriers of more restrictive structures, who share our dedication to client-centric, fiduciary investment and wealth management services," stated Gary Wagner, President of Carnegie Investment Counsel.
  • Key highlights for prospective advisors include: * Comprehensive Support: Carnegie Investment Counsel offers dedicated marketing, business development, and back-office support, enabling advisors to focus on client relationships.
  • Carnegie Investment Counsel invites advisors in Southern California, Ohio, Pennsylvania, and Florida to explore partnership opportunities.

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