RM
CFP
RM
CFP

Ryan Macwright

18 Years of Experience
Princeton, NJ

Ryan Macwright is a CFP-designated registered investment advisor at Carnegie Lake Advisors LLC, based in Princeton, NJ, with 18 years of industry experience. Ryan 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 ValueAnnual Fee
Any1.50%

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

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Ryan is a portfolio manager for Highlander Bank Holdings, LLC, a hedge fund, since 2010. He is also a managing member of Highlander Bank Advisors, LLC and Highlander Futures Management LLC.

Employment History
Current Registrations
Carnegie Lake Advisors LLC
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Highlander Capital Group, INC.Broker
December 2014 - September 2023 · 8 yrs 9 mos
Highlander Capital Management LLC
November 2007 - July 2024 · 16 yrs 8 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.
Ryan Macwright - Financial Advisor | TrueAdvisor