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RIA / WealthAdvisor26 years in industry

CHARLES ANDREW ROBB

Advisor at CARNEGIE INVESTMENT COUNSEL

LOS ANGELES, CA | PEPPER PIKE, OH

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Search this name across graphsid dfx:ria:80ff6e64-c6d8-635c-d7fd-c50d146b9b79

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: May 13, 2002 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: Oct 6, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Oct 6, 1999
First registration: May 13, 2002
Dual registered: no
Other names: Charles Andrew ROBB|CHARLES ANDREW MCDADE|Charles Andrew McDade
IAPD individual key: 3066690

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	LOS ANGELES, CA\|PEPPER PIKE, OH	Current employment
TELOS CAPITAL MANAGEMENT, INC.	Independent wealth	May 28, 2022	Jun 27, 2022	no	SAN DIEGO, CA	Previous registration
GENTER ADVISORS LLC	Independent wealth	Dec 1, 2006	May 24, 2022	no	LOS ANGELES, CA	Previous registration
GENTER CAPITAL MANAGEMENT	Independent wealth	Jan 21, 2004	May 24, 2022	no	LOS ANGELES , CA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	May 13, 2002	Nov 14, 2003	no	ORLANDO, FL	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	GENTER ADVISORS LLC	May 24, 2022	Dec 1, 2006	-5,653	Firm change after gap	Other
GENTER ADVISORS LLC	TELOS CAPITAL MANAGEMENT, INC.	May 24, 2022	May 28, 2022	4	Firm change	RIA to RIA
CHARLES SCHWAB & CO., INC.	GENTER CAPITAL MANAGEMENT	Nov 14, 2003	Jan 21, 2004	68	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 (5)

→ 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
Jan 21, 2004 to May 24, 2022factForm ADV
→ GENTER ADVISORS LLCRegistered adviserregistration: previous registration
Dec 1, 2006 to May 24, 2022factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
May 13, 2002 to Nov 14, 2003factForm ADV

Dated events

Occurred
Jun 27, 2022
Advisor changed firm
Charles Andrew Robb 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
Charles Andrew Robb left Genter Advisors Llc for Telos Capital Management, Inc. (registered 2022-05-28)
Form ADVobserved 4 days ago
Occurred
May 24, 2022
Advisor changed firm
Charles Andrew Robb left Genter Capital Management for Genter Advisors Llc (registered 2006-12-01)
Form ADVobserved 4 days ago