Gregory Walter Halter
Investment adviser representative at Carnegie Investment Counsel
12 yearsExperience
1 stateRegistered in
CFADesignation
$7.5BFirm assets
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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
12 years in the industry.
- Carnegie Investment CounselFeb 2019 to now
- Laurel Grove Capital, LLCNov 2017 to Jan 2019
- Self-employed As Independent ContractorJun 2017 to Oct 2017
- UnemployedMar 2017 to May 2017
- Re Advisers CorporationFeb 2015 to Feb 2017
- Re Investment CorporationNov 2014 to Feb 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 3086380
- Firm CRD
- 150488