RIA Intelligence

CARNEGIE LAKE ADVISORS LLC

CRD #330024 SEC #801-129720 PRINCETON, NJ 609-955-3667
SEC Registered
Total AUM
$374.4M
Discretionary
$328.1M
Employees
7
Clients
--
Accounts
431

Firm Details

Organization Type
Limited Liability Company
State of Formation
New Jersey
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 27, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SWAYZE, ASHLEIGH, COOPERICHIEF COMPLIANCE OFFICERNA Control
SWAYZE, ASHLEIGH, COOPERICHIEF COMPLIANCE OFFICERNA Control
SWAYZE, ASHLEIGH, COOPERICHIEF COMPLIANCE OFFICERNA Control
SWAYZE, ASHLEIGH, COOPERICHIEF COMPLIANCE OFFICERNA Control
BARKER, ELLEN, SANDLERIMANAGING MEMBERD Control
BARKER, ELLEN, SANDLERIMANAGING MEMBERD Control
BARKER, ELLEN, SANDLERIMANAGING MEMBERD Control
BARKER, ELLEN, SANDLERIMANAGING MEMBERD Control
BARKER, ELLEN, SANDLERIMANAGING MEMBERD Control
BARKER, ELLEN, SANDLERIMANAGING MEMBERD Control
BARKER, ELLEN, SANDLERIMANAGING MEMBERD Control
BARKER, ELLEN, SANDLERIMANAGING MEMBERD Control
WEECK, ECKART, ALEXANDERIMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, & PRESIDENTD Control
WEECK, ECKART, ALEXANDERIMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, & PRESIDENTD Control
WEECK, ECKART, ALEXANDERIMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, & PRESIDENTD Control
WEECK, ECKART, ALEXANDERIMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, & PRESIDENTD Control
WEECK, ECKART, ALEXANDERIMANAGING MEMBER & PRESIDENTD Control
WEECK, ECKART, ALEXANDERIMANAGING MEMBER & PRESIDENTD Control
WEECK, ECKART, ALEXANDERIMANAGING MEMBER & PRESIDENTD Control
WEECK, ECKART, ALEXANDERIMANAGING MEMBER & PRESIDENTD Control

Registrations

Federal

IA
Jun 27, 2025 REGISTERED

Notice Filings (5)

FL NH NJ NY TX

Address

100 OVERLOOK CENTER
2ND FLOOR
PRINCETON, NJ 08540
United States
Phone: 609-955-3667