Amy Grace Abromaitis
Investment adviser representative at Carnegie Wealth Management, LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$357.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Carnegie Wealth Management, LLCJun 2010 to now
- The Strategic Financial AllianceApr 2016 to Aug 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Carnegie Wealth Management, LLC
$357.1MAssets managed
229Clients
2Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1796733
- Firm CRD
- 290430