CARNEGIE WEALTH MANAGEMENT, LLC of BERWYN, PA is an SEC-registered investment adviser (CRD 290430). Regulatory assets under management: $357.1M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Scott Taylor Sheffer | CEO; CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| SHEFFER SCOTT TAYLOR | CEO; CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |