Charles Andrew Robb
Investment adviser representative at Carnegie Investment Counsel
23 yearsExperience
1 stateRegistered in
$7.5BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Carnegie Investment CounselJul 2022 to now
- Telos Capital Management, Inc.May 2022 to Jun 2022
- Imst Distributors, LLCJan 2013 to May 2022
- Rnc Genter Capital ManagementNov 2003 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (CA).
Carnegie Investment Counsel
Legal name: Carnegie Capital Asset Management, LLC
$7.5BAssets managed
3,281Clients
36Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3066690
- Firm CRD
- 150488