Carnegie Wealth Management, LLC

Carnegie Wealth Management, LLC (CRD# 290430) is a financial advisory firm headquartered in Berwyn, PA. They manage $303,636,393 in 947 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
850 Cassatt Road, Suite 225, Berwyn, PA 19312
https://www.linkedin.com/company/8431836/admin/
By the Numbers
  • Total Assets Under Management
    304
    MILLION
  • Total Number of Accounts
    947
    ACCOUNTS
  • Average Account Value
    $320,630
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, LA, MA, MI, NH, NJ, NY, PA, TX

Financial Advisors at Carnegie Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Amy Abromaitis, financial advisor Berwyn PA
Amy G. Abromaitis
CRD#: 1796733
850 Cassatt Road, Suite 225, Berwyn, PA 19312

Amy Abromaitis (CRD# 1796733) is an Investment Advisor Representative working at Carnegie Wealth Management, LLC in Berwyn, PA and has over 27 years of experience in the finance industry.

2
Scott Sheffer, financial advisor Berwyn PA
Scott T. Sheffer
CRD#: 3109236
850 Cassatt Road, Suite 225, Berwyn, PA 19312

Scott Sheffer (CRD# 3109236) is an Investment Advisor Representative working at Carnegie Wealth Management, LLC in Berwyn, PA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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