RM
RM
Richard Martino
44 Years of Experience
Princeton, NJ
1 Disclosure
Richard Martino is a registered investment advisor at Carnegie Lake Advisors LLC, based in Princeton, NJ, with 44 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 213 clients with $400M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
213 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$403.0M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
100 Overlook Center, 2nd Floor, Princeton, NJ, 08540
Get directionsHistory
Regulatory History (1)
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Regulatory
September 2002Final
Employment History
Current Registrations
Carnegie Lake Advisors LLC
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Highlander Capital Management LLC
June 2004 - July 2024 · 20 yrs 1 mo
Highlander Capital Group, INC.Broker
December 1993 - September 2023 · 29 yrs 9 mos
Kenneth, Jerome & Co.,inc.Broker
October 1991 - November 1993 · 2 yrs 1 mo
L.C. Wegard & CO., INC.Broker
June 1989 - October 1991 · 2 yrs 4 mos
Michael a Weisser, INC.Broker
September 1985 - May 1989 · 3 yrs 8 mos
Ids Financial Services INC.Broker
November 1981 - September 1985 · 3 yrs 10 mos
Ids Marketing CorporationBroker
November 1981 - September 1985 · 3 yrs 10 mos
State Registrations2 states
NJTX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.