Scott
Sheffer
Carnegie Wealth Management, LLC
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About this Advisor
Scott Sheffer is a financial advisor based in Berwyn, Pennsylvania, working with Carnegie Wealth Management, LLC. Scott has previously held positions at Barclays Capital Inc, Carnegie Wealth Management, LLC, Cwm Carnegie Securities LLC, and The Strategic Financial Alliance, Inc. Scott has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania and Texas. Currently, Scott is part of Carnegie Wealth Management, LLC, which operates out of Berwyn, Pennsylvania. The firm has one office and six employees. The firm manages assets totaling $303.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Carnegie Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Carnegie Wealth Management, LLC Brokerage Details
$303,636,393
6
947
$320,630
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Scott Sheffer Work History
Cwm Carnegie Securities LLC
Carnegie Wealth Management, LLC
Carnegie Wealth Management, LLC
The Strategic Financial Alliance, Inc
Barclays Capital Inc
Disclosures
Please visit the SEC profile of Scott Sheffer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Carnegie Wealth Management, LLC
Berwyn, PA
Berwyn, PA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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