Philip Kiernan
Philip Kiernan is a registered investment advisor at Carnegie Lake Advisors LLC, based in Princeton, NJ, with 31 years of industry experience. Philip 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
100 Overlook Center, 2nd Floor, Princeton, NJ, 08540
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Philip is a general agent for term and life insurance through RLM Agency, primarily selling American General Life Insurance products and also life insurance through Crump. He dedicates minimal time to this activity and earns commissions on sales.
Employment History
Current Registrations
Carnegie Lake Advisors LLC
Previous Registrations
Highlander Capital Management LLC
Highlander Capital Group, INC.Broker
Cantella & CO., INC.
Cantella & CO., INC.Broker
Prime Capital Services, INC.Broker
Fia Capital Group, INC.Broker
C. J. M. Planning CORP.Broker
State Registrations2 states
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.