Brendan Alexander Goldstein
Investment adviser representative at Carnegie Investment Counsel
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Carnegie Investment CounselSep 2017 to now
- Lebenthal Asset Management LLCOct 2016 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (NY, PA).
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
- 6397441
- Firm CRD
- 150488