Amy AbromaitisCRD Number: 1796733
Current Firm: The Strategic Financial Alliance
Amy Abromaitis (CRD# 1796733) is an Investment Advisor Representative working at The Strategic Financial Alliance in Atlanta, GA and has over 21 years of experience in the finance industry. Amy Abromaitis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|The Strategic Financial Alliance||Atlanta, GA||Apr 2016 - Current||1|
|Carnegie Wealth Management LLC||Exton, PA||Jan 2015 - Current||3|
|Vsr Financial Services, Inc.||Overland Park, KS||Jan 2011 - Apr 2016||5|
|Vsr Advisory Services, Inc.||Overland Park, KS||Jan 2011 - Apr 2016||5|
|Sanders Morris Harris Inc.||Houston, TX||Jul 2010 - Dec 2010||< 1|
|Carney Group||Blue Bell, PA||Oct 2009 - Jun 2010||< 1|
|Cambridge Investment Research, Inc.||Fairfield, IA||Mar 2007 - Jul 2009||2|
|The Marshall Financial Group, Inc.||Doylestown, PA||Feb 2007 - Jul 2009||2|
|Princor||King Of Prussia, PA||Mar 2005 - Mar 2007||2|
|Dvfg||King Of Prussia, PA||Jan 2005 - Oct 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1996|
|S66||NASAA Uniform Combined State Law Examination||Aug 2005|
Total Assets Under Management441MILLIONS
Total Number of Accounts5,289ACCOUNTS
Average Account Value$83,455
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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