Unclaimed Profile

Ellen Sandler Barker

CARNEGIE LAKE ADVISORS LLC·PRINCETON, New Jersey

SIE, Series 7, Series 6322 years registeredCARNEGIE LAKE ADVISORS LLC

100 OVERLOOK CENTER, PRINCETON, NJ 08540CRD# 708988Firm CRD# 330024

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ellen Sandler Barker · PRINCETON, NJ

Registration

CRD #708988 · CARNEGIE LAKE ADVISORS LLC · 22 years registered

Brand Profile

Not yet started

Career History

CARNEGIE LAKE ADVISORS LLC

Mar 2024 – present

HIGHLANDER CAPITAL MANAGEMENT LLC

Jun 2004 – Jul 2024

SHORT HILLS, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · June 2, 2004

Years registered · 22

Disclosure History

1989Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

CARNEGIE LAKE ADVISORS LLC

CRD 330024 · SEC 801-129720

AUM

$357M

Regulatory assets under management

Employees

396 client accounts

Services offered by CARNEGIE LAKE ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CARNEGIE LAKE ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Ellen Sandler Barker offer?

Ellen Sandler Barker specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PRINCETON, New Jersey for a consultation.

What are Ellen Sandler Barker's credentials?

Ellen Sandler Barker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ellen Sandler Barker located?

Ellen Sandler Barker is based in PRINCETON, New Jersey, working with CARNEGIE LAKE ADVISORS LLC. Their office serves clients in the PRINCETON metropolitan area and surrounding communities.

How does Ellen Sandler Barker charge for services?

Ellen Sandler Barker's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CARNEGIE LAKE ADVISORS LLC?

CARNEGIE LAKE ADVISORS LLC has approximately 8 employees and manages $357M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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