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RIA / WealthAdvisorChartered Financial Analyst18 years in industry

SCOTT RAYMOND INGLIS

Advisor at CARNEGIE INVESTMENT COUNSEL

Philadelphia, PA | PEPPER PIKE, OH

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Search this name across graphsid dfx:ria:5ca6f92e-dcd3-9caa-4272-e4ceea703508

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 11, 2008 to Sep 14, 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: Jan 11, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Chartered Financial Analyst
First registration: Jan 11, 2008
Dual registered: no
IAPD individual key: 4976397

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	Jun 6, 2014	n/a	yes	PEPPER PIKE, OH\|Philadelphia, PA	Current employment
FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC	Former SEC adviser	Sep 30, 2011	Apr 4, 2014	no	RADNOR, PA\|FOXBORO, MA	Previous registration
GREAT CIRCLE INVESTMENT MANAGEMENT	n/a	Mar 20, 2009	Sep 30, 2011	no	GLEN MILLS, PA\|GLEN MILLS, PA	Previous registration
FLAGSHIP CAPITAL MANAGEMENT INC	Independent wealth	Jan 11, 2008	Mar 19, 2009	no	MEDIA, PA	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
FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC	CARNEGIE INVESTMENT COUNSEL	Apr 4, 2014	Jun 6, 2014	63	Firm change	Other
GREAT CIRCLE INVESTMENT MANAGEMENT	FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC	Sep 30, 2011	Sep 30, 2011	0	Firm change	Other
FLAGSHIP CAPITAL MANAGEMENT INC	GREAT CIRCLE INVESTMENT MANAGEMENT	Mar 19, 2009	Mar 20, 2009	1	Firm change	Other

Relationships

Registered with (4)

→ CARNEGIE INVESTMENT COUNSELRegistered adviserregistration: current employment
Jun 6, 2014 to presentfactForm ADV
→ FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLCRegistered adviserregistration: previous registration
Sep 30, 2011 to Apr 4, 2014factForm ADV
→ GREAT CIRCLE INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Mar 20, 2009 to Sep 30, 2011factForm ADV
→ FLAGSHIP CAPITAL MANAGEMENT INCRegistered adviserregistration: previous registration
Jan 11, 2008 to Mar 19, 2009factForm ADV

Dated events

No dated event names this entity yet.