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Advisor at PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC
BALA CYNWYD, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC | Independent wealth | Mar 12, 2026 | n/a | yes | BALA CYNWYD, PA | Current employment |
| CARNEGIE INVESTMENT COUNSEL | Independent wealth | Oct 19, 2015 | Jul 1, 2024 | no | Philadlephia, PA|PEPPER PIKE, OH | Previous registration |
| SCHUYLKILL CAPITAL MANAGEMENT, LLC | Former SEC adviser | Feb 19, 1991 | Oct 8, 2015 | no | PHILADELPHIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CARNEGIE INVESTMENT COUNSEL | PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC | Jul 1, 2024 | Mar 12, 2026 | 619 | Firm change after gap | RIA to RIA |
| SCHUYLKILL CAPITAL MANAGEMENT, LLC | CARNEGIE INVESTMENT COUNSEL | Oct 8, 2015 | Oct 19, 2015 | 11 | Firm change | Other |