Scott Taylor Sheffer
Chief Executive Officer And Chief Compliance OfficerCarnegie Wealth Management, LLCCRD 3109236
About Scott Taylor Sheffer
Scott Taylor Sheffer is listed as Chief Executive Officer And Chief Compliance Officer at Carnegie Wealth Management, LLC in Berwyn, PA. Form ADV reports a beneficial ownership band of Under 5%. Scott Taylor Sheffer is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Carnegie Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Scott Taylor Sheffer work?
Scott Taylor Sheffer is listed as Chief Executive Officer And Chief Compliance Officer at Carnegie Wealth Management, LLC on SEC Form ADV.
How much of Carnegie Wealth Management, LLC does Scott Taylor Sheffer own?
Form ADV reports a beneficial ownership band of Under 5%.
Carnegie Wealth Management, LLC
| Title | Chief Executive Officer And Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2017 |
Carnegie Wealth Management, LLC
| Title | Ceo |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2017 |