Ellen
Sandler

Carnegie Lake Advisors LLC

CRD#708988
Investment Advisor
in Princeton, NJ

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About this Advisor

Ellen Sandler is a financial advisor based in Princeton, New Jersey, working with Carnegie Lake Advisors LLC. Ellen has previously worked at Highlander Capital Management, LLC, Carnegie Lake Advisors, LLC, and Highlander Capital Group, Inc. Ellen has passed the Series 63 regulatory exam and is registered to provide services in New Jersey and Texas. Currently, Ellen is part of Carnegie Lake Advisors LLC, which is located in Princeton, New Jersey. The firm has 7 employees and manages assets totaling $374.4 million. Carnegie Lake Advisors LLC serves charitable organizations and high-net-worth individuals, offering portfolio management for individuals, small businesses, and institutional clients. The fee structure at Carnegie Lake Advisors LLC is asset-based.

Certifications and Registrations

Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

100 Overlook Center 2Nd Floor
Princeton, NJ 08540

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Carnegie Lake Advisors LLC Brokerage Details

Total Assets Under Management

$374,441,960

NJ Average: $10,121,009,343
Total Number of Employees

7

NJ Average: 92
Total Number of Accounts

431

NJ Average: 6,978
Average Account Size

$868,775

NJ Average: $1,450,417

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Ellen Sandler Work History

2024 - Present (1 year)

Carnegie Lake Advisors, LLC

1997 - Present (28 years)

Highlander Capital Management, LLC

1997 - 2024 (27 years)

Highlander Capital Group, Inc

Disclosures

Please visit the SEC profile of Ellen Sandler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Carnegie Lake Advisors LLC

Philip Kiernan
Princeton, NJ
Ryan Macwright
Princeton, NJ
Eckart Weeck
Princeton, NJ
Bruce Altschuler
Princeton, NJ
Ellen Sandler
Princeton, NJ
Richard Martino
Princeton, NJ
Cheryl Harris
Princeton, NJ

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