Amy Grace Abromaitis

Employer firm

Carnegie Wealth Management, LLC CRD 290430

$357M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 08/2022
  The Strategic Financial Alliance
  Atlanta, GA
• 06/2018 → Present
  Carnegie Wealth Management, Llc
  Berwyn, PA
• 06/2010 → Present
  Carnegie Wealth Management, Llc
  Berwyn, PA

Previous Registrations

• 2016-04-01 → 2022-08-10
  The Strategic Financial Alliance, Inc.
  Atlanta, GA
  Berwyn, PA
  Atlanta, GA
• 2011-01-03 → 2016-04-04
  Vsr Financial Services, Inc.
  Exton, PA
  Overland Park, KS
• 2010-07-28 → 2010-12-31
  Sanders Morris Llc
  Exton, PA
• 2007-04-09 → 2009-08-04
  The Marshall Financial Group, Inc
  Doylestown, PA
• 2005-08-15 → 2007-03-09
  Principal Securities, Inc.
  King Of Prussia, PA
  Wayne, PA

Other Businesses

RADAR ENTERPRISES, LLC; NOT INVESTMENT RELATED; 99 ALLENTOWN RD, SOUDERTON, PA 18964; REAL ESTATE; MANAGER; BEGAN JANUARY 2006; 3 HOURS PER MONTH WITH NONE DURING TRADING; FINANCIAL RECONCILATION, REVIEW PROSPECTIVE TENANT BACKGROUND INFO, ADMINISTRATIVE TASKS. Amy Abromaitis also is a licensed insurance agent but she is not registered as an agent with any insurance firm.

Exams

• S66 Uniform Combined State Law Examination
  2005-08-12
• S63 Uniform Securities Agent State Law Examination
  1996-06-07

Designations

• Certified Financial Planner

Other Names

• Amy Currie
• Amy C Abromaitis
• Amy Grace Currie