Investment adviser representative · Carnegie Investment Counsel
Brendan A. Goldstein
CRD 6397441 · Pepper Pike, OH
At a glance
Brendan A. Goldstein is an investment adviser representative with Carnegie Investment Counsel in Pepper Pike, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Brendan’s SEC record dates to 2016, about 9 years ago.
Current advisory firm
- Carnegie Investment CounselSince July 2019Pepper Pike, OH · $7.5B in regulatory assets
SEC adviser record
- Registered since
- 2016 (9 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Brendan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.