A complete list of active advisors currently associated with Carnegie Wealth Management LLC

Warmer can help you find a great advisor at Carnegie Wealth Management LLC or one who fits your needs even better.

Carnegie Wealth Management is a small, state-registered advisory firm that serves individual and high-net-worth clients with tailored asset management and portfolio management services. The firm reports about 150 clients and delivers individualized portfolios composed of stocks, bonds, ETFs, options and other instruments. The firm manages client accounts on a primarily non-discretionary basis—reporting $0 in discretionary assets and $65,000,000 in non-discretionary assets as of December 31, 2025—so clients retain final trading authority while the adviser provides recommendations and ongoing monitoring. Its investment work draws on a mix of fundamental, technical, quantitative and sector analyses and applies asset-allocation approaches (including strategic, dynamic, tactical and core-satellite) across equity and fixed-income strategies. Noteworthy distinctions include recent regulatory disclosures: a principal was involved in a regulatory action that resulted in suspension and fines, and a prior customer dispute settled for $2.8 million with a significant personal contribution; the firm discloses that a principal is subject to heightened supervision under state order. The firm also recently removed its Financial Planning and Consulting advisory service and does not accept discretionary trading authority, which is less common among peers of this size.

To learn more about the advisors currently working at Carnegie Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.