DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Charles Andrew Robb

Carnegie Investment Counselindependent RIALos Angeles, Ca IA-onlyIAPD 3066690

Feed of 09/14/2026

Also filed as Charles Andrew Robb

At current firm

4 y

since Jul 1, 2022

In the industry

26 y

since Oct 6, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Carnegie Investment Counsel independent RIA current
since Jul 1, 2022 · Los Angeles, Ca
Telos Capital Management, Inc. independent RIA
May 28, 2022 to Jun 27, 2022 · San Diego, Ca
Genter Advisors LLC independent RIA
Dec 1, 2006 to May 24, 2022 · Los Angeles, Ca
Genter Capital Management independent RIA
Jan 21, 2004 to May 24, 2022 · Los Angeles , Ca
Charles Schwab & Co., Inc. national BD
May 13, 2002 to Nov 14, 2003 · Orlando, Fl

Moves

a registration end followed by a registration begin elsewhere

Telos Capital Management, Inc. to Carnegie Investment Counsel
left Jun 27, 2022, registered Jul 1, 2022 (4 days) · RIA to RIA · moved with a team
Genter Capital Management to Genter Advisors LLC
left May 24, 2022, registered Dec 1, 2006 (-5653 days) · Other
Genter Advisors LLC to Telos Capital Management, Inc.
left May 24, 2022, registered May 28, 2022 (4 days) · RIA to RIA
Charles Schwab & Co., Inc. to Genter Capital Management
left Nov 14, 2003, registered Jan 21, 2004 (68 days) · Other

Signals

Charles Andrew Robb left Telos Capital Management, Inc. for Carnegie Investment Counsel (registered 2022-07-01)
Jun 27, 2022 · Advisor changed firm · fact
Charles Andrew Robb left Genter Advisors Llc for Telos Capital Management, Inc. (registered 2022-05-28)
May 24, 2022 · Advisor changed firm · fact
Charles Andrew Robb left Genter Capital Management for Genter Advisors Llc (registered 2006-12-01)
May 24, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address