Scott Taylor Sheffer
Investment adviser representative at Carnegie Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
$357.1MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Cwm Carnegie Securities LLCMar 2019 to now
- Carnegie Wealth Management, LLCAug 2017 to now
- The Strategic Financial Alliance, Inc.Aug 2017 to Aug 2022
- UnemployedMar 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Carnegie Wealth Management, LLC
$357.1MAssets managed
229Clients
2Advisers
7 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
- 3109236
- Firm CRD
- 290430