Cheryl Harris is a registered investment advisor at Carnegie Lake Advisors LLC, based in Princeton, NJ, with 41 years of industry experience. Cheryl 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
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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 →Employment History
Current Registrations
Carnegie Lake Advisors LLC
Previous Registrations
Highlander Capital Management LLC
Highlander Capital Group, INC.Broker
Jonathan Alan & CO., INC.Broker
Mki Securities CORP.Broker
Dahlke & CO., INC.Broker
J. F. Hartfield & CO., INC.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.