Steven J Daugherty
Investment adviser representative at Carnegie Investment Counsel
26 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
26 years in the industry.
- Carnegie Investment CounselMar 2026 to now
- PNC Private BankFeb 2023 to Mar 2026
- Ss&c Market Services, LLCMay 2020 to Feb 2023
- UnemployedNov 2019 to Apr 2020
- Charles Schwab & Co., Inc.Jul 2000 to Nov 2019
Exams passed
- Series 66 · Uniform Combined State Law1999
- Series 65 · Uniform Investment Adviser Law2026
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
- 3277359
- Firm CRD
- 150488