CARNEGIE WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 329747). Regulatory assets under management: $65.0M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Alexander Kanghee Lee | CHIEF COMPLIANCE OFFICER | — |
| Kochavi Doron | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| KOCHAVI PHYLLIS | CHIEF COMPLIANCE OFFICER | — |
| Villosis Richard John | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MEMBER | — |