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
By the Numbers
-
Total Assets Under Management304MILLION
-
Total Number of Accounts947ACCOUNTS
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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
Registered Investment Advisor
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
1
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 (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.
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