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.

Advisor moves

Arrivals at Carnegie Investment Counsel

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Michael James CurrySchneider Downs Wealth Management Advisors, LP independent RIACarnegie Investment Counsel independent RIARIA to RIAMar 13, 2026Apr 8, 2026
Richard A AhlAhl Investment Management, Inc. independent RIACarnegie Investment Counsel independent RIARIA to RIAOct 3, 2025Oct 14, 2025
Skye GarlandConstellation Wealth Advisors independent RIACarnegie Investment Counsel independent RIARIA to RIAFeb 27, 2025Sep 12, 2025 (197 d)
John Jay KnoxEagle Ridge Investment Management LLC independent RIACarnegie Investment Counsel independent RIARIA to RIAFeb 4, 2025Feb 10, 2025
Alison J HamiltonEagle Ridge Investment Management LLC independent RIACarnegie Investment Counsel independent RIARIA to RIAFeb 4, 2025Feb 10, 2025
Wendy Lynn EldridgeMarcum Wealth, LLC independent RIACarnegie Investment Counsel independent RIARIA to RIAAug 2, 2023Jul 29, 2024 (362 d)
Charles Andrew RobbTelos Capital Management, Inc. independent RIACarnegie Investment Counsel independent RIARIA to RIAJun 27, 2022Jul 1, 2022
Brandon Lee ThuottTelos Capital Management, Inc. independent RIACarnegie Investment Counsel independent RIARIA to RIAJun 27, 2022Jul 1, 2022
Henry Allen SpainWells Fargo Advisors wirehouseCarnegie Investment Counsel independent RIAWirehouse to independent RIAOct 29, 2021Oct 26, 2021
Alejandro Miguel VelazquezNorthwestern Mutual Investment Services,LLC no RAUMCarnegie Investment Counsel independent RIAOtherAug 18, 2021Feb 5, 2025 (1267 d)
Douglas Matthew WarzinskiPnc Wealth Management BD affiliatedCarnegie Investment Counsel independent RIAAffiliated broker-dealer or bank to independent RIAJun 30, 2021Jul 29, 2021
John Randall FryeCrane Asset Management, LLC otherCarnegie Investment Counsel independent RIAOtherJun 1, 2021Jun 1, 2021
Ian MathesonMatheson Financial unclassifiedCarnegie Investment Counsel independent RIAOtherDec 12, 2019Aug 9, 2019
Steven J DaughertyCharles Schwab & Co., Inc. national BDCarnegie Investment Counsel independent RIAAffiliated broker-dealer or bank to independent RIADec 4, 2019Apr 29, 2026 (2338 d)
Gregory Walter HalterLaurel Grove Capital LLC independent RIACarnegie Investment Counsel independent RIARIA to RIAFeb 4, 2019Feb 4, 2019
Christopher Allen HenryPrivate Wealth Consultants Ltd no RAUMCarnegie Investment Counsel independent RIAOtherOct 31, 2018Sep 4, 2018
Shams AfzalPrivate Wealth Consultants Ltd no RAUMCarnegie Investment Counsel independent RIAOtherOct 31, 2018Sep 4, 2018
Joshua Darrin MudseMunn Wealth Management, LLC independent RIACarnegie Investment Counsel independent RIARIA to RIAOct 2, 2018Nov 7, 2018 (36 d)
David Abbott TillsonEagle Ridge Investment Management LLC otherCarnegie Investment Counsel independent RIAOtherMar 5, 2018Feb 13, 2025 (2537 d)
Peter Alfred VandenbroeckMidwest Investment Management LLC otherCarnegie Investment Counsel otherOtherDec 12, 2017Oct 10, 2017
Keith Allen VargoMidwest Investment Management LLC otherCarnegie Investment Counsel otherOtherDec 12, 2017Oct 10, 2017
Margaret Ellen HalloranMidwest Investment Management LLC otherCarnegie Investment Counsel otherOtherDec 12, 2017Oct 10, 2017
Brendan Alexander GoldsteinLebenthal Asset Management, LLC otherCarnegie Investment Counsel independent RIAOtherNov 16, 2017Jul 17, 2019 (608 d)
Bryan Robert BlackburnMcdonald Partners LLC otherCarnegie Investment Counsel otherOtherJul 21, 2017Aug 22, 2017 (32 d)
Keith Paul WarmbeinPrimesolutions Advisors, LLC otherCarnegie Investment Counsel otherOtherApr 17, 2017Dec 9, 2015
Howard Albert TraugerSchuylkill Capital Management, LLC otherCarnegie Investment Counsel otherOtherOct 8, 2015Oct 19, 2015
Chad WarmbeinFederated Global Investment Management Corp. otherCarnegie Investment Counsel otherOtherSep 4, 2015Oct 9, 2015 (35 d)
Kimberly Martina GannisSteel Tower Investments independent RIACarnegie Investment Counsel otherOtherMar 5, 2015Oct 13, 2015 (222 d)
Arthur Gates MerrimanMai Capital Management, LLC otherCarnegie Investment Counsel otherOtherJul 8, 2014Jan 2, 2015 (178 d)
Scott Raymond InglisFieldstone Financial Management Group, LLC otherCarnegie Investment Counsel otherOtherApr 4, 2014Jun 6, 2014 (63 d)
Heidi Leann RoseThe Alpine Financial Group otherCarnegie Investment Counsel otherOtherMay 15, 2013Jun 3, 2013
Robert Patrick CarrollThe Alpine Financial Group otherCarnegie Investment Counsel otherOtherMay 15, 2013Jun 3, 2013
Michael Benjamin OliverLazard Wealth Management otherCarnegie Investment Counsel independent RIAOtherFeb 28, 2013Feb 4, 2025 (4359 d)
William Robert AndersonTower Wealth Management, LLC otherCarnegie Investment Counsel otherOtherFeb 6, 2012Mar 26, 2012 (49 d)
Mark D. KindbergPortfolio Medics, LLC independent RIACarnegie Investment Counsel otherOtherJul 19, 2010Dec 3, 2010 (137 d)
Richard Lee AltCarnegie Capital Asset Management Company unclassifiedCarnegie Investment Counsel otherOtherJun 2, 2009Dec 3, 2010 (549 d)
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36 moves match.