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Chief Executive Officer and Chief Compliance Officer · Carnegie Wealth Management, LLC

Scott T. Sheffer

CRD 3109236 · Named on Form ADV at one SEC-registered adviser

At a glance

Carnegie Wealth Management, LLC, an SEC-registered wealth manager based in Berwyn, PA with $357 million in regulatory assets, lists Scott T. Sheffer on its Form ADV as Chief Executive Officer and Chief Compliance Officer.

Firms and roles

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Scott’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Scott’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.