CARNEGIE WEALTH ADVISORS, LLC
CRD #117763 SEC #801-60764 EXTON, PA 610-640-4300
SEC Registered
Total AUM
$150M
Discretionary
$0
Employees
5
Clients
26
Accounts
64
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 26, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FATTIBENE, JOHN, GREGORY | I | CHEIF COMPLIANCE OFFICER | NA | |
| FATTIBENE, JOHN, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | |
| FATTIBENE, JOHN, GREGORY | I | COMPLIANCE OFFICER | NA | |
| THOMPSON, JEFFREY, ALAN | I | VICE PRESIDENT | NA | |
| THOMPSON, JEFFREY, ALAN | I | VICE PRESIDENT | NA | |
| JOHNSTON, ROY, ALLEN | I | PRESIDENT | E | Control |
| JOHNSTON, ROY, ALLEN | I | PRESIDENT | E | Control |
| JOHNSTON, ROY, ALLEN | I | PRESIDENT | E | Control |
| JOHNSTON, ROY, ALLEN | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Sep 26, 2005 REGISTERED
Notice Filings (1)
PA
Address
667 EXTON COMMONSEXTON, PA 19341
USA
Phone: 610-640-4300