Amy Abromaitis, financial advisor Berwyn PA

Amy Abromaitis

CRD Number: 1796733
Current Firm: Carnegie Wealth Management, LLC

Amy Abromaitis (CRD# 1796733) is an Investment Advisor Representative working at Carnegie Wealth Management, LLC in Berwyn, PA and has over 27 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.

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Professional Designations
Company Name Location Dates Years
Carnegie Wealth Management, LLC Berwyn, PA Jun 2018 - Current 5
Carnegie Wealth Management, LLC Berwyn, PA Jun 2010 - Current 13
The Strategic Financial Alliance Atlanta, GA Apr 2016 - Aug 2022 6
Vsr Financial Services, Inc. Overland Park, KS Jan 2011 - Apr 2016 5
Vsr Advisory Services, Inc. Overland Park, KS Jan 2011 - Apr 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1996
S66 NASAA Uniform Combined State Law Examination Aug 2005
Contact Info for Amy G. Abromaitis
Phone Number: (610) 640-4300
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    304
    MILLIONS
  • Total Number of Accounts
    947
    ACCOUNTS
  • Average Account Value
    $320,630
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, FL, LA, MA, MI, NH, NJ, NY, PA, TX

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