CARNEGIE WEALTH MANAGEMENT, LLC
Full Contact Details
CARNEGIE WEALTH MANAGEMENT, LLC
920 CASSATT ROAD, SUITE 202, BERWYN, PA
(610) 640-4300
(484) 875-9912
Other Info
Carnegie Wealth Management, LLC is a Limited Liability Company based in Pennsylvania, with 6 employees and 2 advisory roles. It holds an approved SEC status and has been registered since Mar 26, 2019. Although the number of clients remains unknown, this financial advisory firm is poised to assist a diverse clientele with its robust financial management services.
We Are Carnegie — Carnegie Wealth Management
Carnegie Wealth Management was founded on the premise that every investor deserves extraordinary investment advice and care. Since its inception, we’ve provided our clients with important market insights, a high level of detail oriented-client service as well as access to unique investments and ma…
Direct Owners
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SCOTT TAYLOR SHEFFER
CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER owns less than 5%
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SO FARR HOLDINGS, LLC
HOLDING COMPANY owns 75% or more
Indirect Owners
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SCOTT TAYLOR SHEFFER
CEO owns 75% or more