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Amy Grace Abromaitis

Carnegie Wealth Management, LLC

Berwyn, PA

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Current Employers
Carnegie Wealth Management, Llc

850 Cassatt Road Suite 225, Berwyn, PA 19312 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-11-16
PA RA APPROVED 2018-06-14
  • TX RA
    APPROVED
    Since 2021-11-16
  • PA RA
    APPROVED
    Since 2018-06-14

Branch Locations

850 Cassatt Road Suite 225, Berwyn, PA 19312 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Strategic Financial Alliance Atlanta GA 04/2016 08/2022
Carnegie Wealth Management, Llc Berwyn PA 06/2018 Present
Carnegie Wealth Management, Llc Berwyn PA 06/2010 Present
Previous Registrations
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
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-12
S63 Uniform Securities Agent State Law Examination 1996-06-07
  • S66 Uniform Combined State Law Examination
    2005-08-12
  • S63 Uniform Securities Agent State Law Examination
    1996-06-07
Designations
Other Names
  • Amy Currie
  • Amy C Abromaitis
  • Amy Grace Currie

View on SEC IAPD

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