Philip John Kiernan
Investment adviser representative at Carnegie Lake Advisors LLC
12 yearsExperience
2 statesRegistered in
$403MFirm assets
2 yearsFirm in business
Are you Philip John Kiernan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Carnegie Lake Advisors LLCMar 2024 to now
- Highlander Capital Management LLCSep 2014 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Carnegie Lake Advisors LLC
$403MAssets managed
213Clients
7Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2512552
- Firm CRD
- 330024