Ellen Sandler
Ellen Sandler is a registered investment advisor at Carnegie Lake Advisors LLC, based in Princeton, NJ, with 45 years of industry experience. Ellen 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 (1)
Regulatory
July 1989Other Business Activities
Ellen is a Senior Portfolio Manager at Highlander Bank Holdings, LLC, a hedge fund, since 2010. She is also a Managing Member of Highlander Bank Advisors, LLC, Waterlemon Development LC, and a Member and Manager of Waterlemon Villa Service LLC.
Employment History
Current Registrations
Carnegie Lake Advisors LLC
Previous Registrations
Highlander Capital Management LLC
Highlander Capital Group, INC.Broker
Smith Barney INC.Broker
Ryan, Beck & CO.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.