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Paladin Research Report For:

Ross Kirwan

Carnegie Private Wealth

CFP®MBA
6101 Carnegie Blvd, Suite 520
Charlotte, NC 28209
704-733-6897

About Ross Kirwan

Ross Kirwan is a Certified Financial Planner with 17 years of financial services experience. Ross transitioned to becoming a financial advisor after witnessing firsthand how proper financial guidance impacts families during life's unexpected moments, which he witnessed at the passing of a parent at a young age. Ross combines his skill in portfolio design and economic analysis with Carnegie Private Wealth's resources to build clear, practical financial plans. His thorough understanding of markets and investments, backed by advanced technology and flexible solutions, helps clients navigate their financial decisions with confidence. Ross serves as an Elder at his church while also serving on the board of a local nonprofit, which both reflect his commitment to meaningful impact. This same care and attention shapes how he helps families make smart financial choices for their future.Connect with Ross and Carnegie Private Wealth to align your finances with what matters most.

See Disclosures

General Information

No. of Employees
  • 10-19
CRD#
  • 5364235
Firm CRD#
  • 6413
Name of Broker/Dealer
  • LPL FINANCIAL LLC
States Licensed in
  • NC
Years of Experience in Financial Services
  • 17
Work with the following types of clients
  • Businesses, Individual Investors
Advisory Services Provided
  • Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Tax Advice and Services, Financial Planning for Individuals

Compliance

Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, MBA
Securities Licenses
  • Series 7, Series 66, Series 63

Firm Information

Firm's Number of Clients
  • 500

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $250K+
Compensation Methods
  • Flat Fee, Based on Assets

Education

MBA -

University of Georgia
2009 -2012

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC