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RIA / WealthAdvisor21 years in industry

BRANDON LEE THUOTT

Advisor at CARNEGIE INVESTMENT COUNSEL

LOS ANGELES, CA | PEPPER PIKE, OH

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Search this name across graphsid dfx:ria:51bb1ea3-38ea-6499-53ff-908f5cae59e8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Mar 29, 2005 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CARNEGIE INVESTMENT COUNSEL
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 10, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Mar 10, 2005
First registration: Mar 29, 2005
Dual registered: no
Other names: BRANDON LEE TUOTT
IAPD individual key: 4925170

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CARNEGIE INVESTMENT COUNSEL	Independent wealth	Jul 1, 2022	n/a	yes	PEPPER PIKE, OH\|LOS ANGELES, CA	Current employment
TELOS CAPITAL MANAGEMENT, INC.	Independent wealth	May 28, 2022	Jun 27, 2022	no	SAN DIEGO, CA	Previous registration
GENTER CAPITAL MANAGEMENT	Independent wealth	Mar 5, 2012	May 24, 2022	no	LOS ANGELES, CA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Apr 25, 2006	Feb 7, 2008	no	BELLEVUE, WA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Aug 23, 2005	Feb 7, 2008	no	BELLEVUE, WA\|Bellevue, WA	Previous registration
WADDELL & REED	Former SEC adviser	Mar 29, 2005	Aug 3, 2005	no	LEWISTON, ID	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TELOS CAPITAL MANAGEMENT, INC.	CARNEGIE INVESTMENT COUNSEL	Jun 27, 2022	Jul 1, 2022	4	Firm change	RIA to RIA
GENTER CAPITAL MANAGEMENT	TELOS CAPITAL MANAGEMENT, INC.	May 24, 2022	May 28, 2022	4	Firm change	RIA to RIA
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	GENTER CAPITAL MANAGEMENT	Feb 7, 2008	Mar 5, 2012	1,488	Firm change after gap	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Feb 7, 2008	Apr 25, 2006	-653	Channel change	Other
WADDELL & REED	TD AMERITRADE, INC.	Aug 3, 2005	Aug 23, 2005	20	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149108:150488:CA:2022-06-27	Jun 27, 2022	Jul 1, 2022	SAN DIEGO, CA	Firm change

Relationships

Registered with (6)

→ CARNEGIE INVESTMENT COUNSELRegistered adviserregistration: current employment
Jul 1, 2022 to presentfactForm ADV
→ TELOS CAPITAL MANAGEMENT, INC.Registered adviserregistration: previous registration
May 28, 2022 to Jun 27, 2022factForm ADV
→ GENTER CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Mar 5, 2012 to May 24, 2022factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 25, 2006 to Feb 7, 2008factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Aug 23, 2005 to Feb 7, 2008factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Mar 29, 2005 to Aug 3, 2005factForm ADV

Dated events

Occurred
Jun 27, 2022
Advisor changed firm
Brandon Lee Thuott left Telos Capital Management, Inc. for Carnegie Investment Counsel (registered 2022-07-01)
Form ADVobserved 4 days ago
Occurred
May 24, 2022
Advisor changed firm
Brandon Lee Thuott left Genter Capital Management for Telos Capital Management, Inc. (registered 2022-05-28)
Form ADVobserved 4 days ago