DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner30 years in industry

AMY GRACE ABROMAITIS

Advisor at CARNEGIE WEALTH MANAGEMENT, LLC

BERWYN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:baad8cce-9883-dcdd-6412-a3c34dcd64d8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Aug 15, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CARNEGIE WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 7, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Jun 7, 1996
First registration: Aug 15, 2005
Dual registered: no
Other names: AMY CURRIE|AMY C ABROMAITIS|AMY GRACE CURRIE
IAPD individual key: 1796733

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CARNEGIE WEALTH MANAGEMENT, LLC	Independent wealth	Jun 14, 2018	n/a	yes	BERWYN, PA	Current employment
THE STRATEGIC FINANCIAL ALLIANCE	Bd affiliated wealth	Apr 1, 2016	Aug 10, 2022	no	ATLANTA, GA\|BERWYN, PA\|ATLANTA, GA	Previous registration
VSR ADVISORY SERVICES	Former SEC adviser	Jan 3, 2011	Apr 4, 2016	no	EXTON, PA\|OVERLAND PARK, KS	Previous registration
SANDERS MORRIS LLC	Independent wealth	Jul 28, 2010	Dec 31, 2010	no	EXTON, PA	Previous registration
THE MARSHALL FINANCIAL GROUP, INC	Former SEC adviser	Apr 9, 2007	Aug 4, 2009	no	DOYLESTOWN, PA	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Aug 15, 2005	Mar 9, 2007	no	KING OF PRUSSIA, PA\|Wayne, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
THE STRATEGIC FINANCIAL ALLIANCE	CARNEGIE WEALTH MANAGEMENT, LLC	Aug 10, 2022	Jun 14, 2018	-1,518	Firm change after gap	Ibd to RIA
VSR ADVISORY SERVICES	THE STRATEGIC FINANCIAL ALLIANCE	Apr 4, 2016	Apr 1, 2016	-3	Firm change	Other
SANDERS MORRIS LLC	VSR ADVISORY SERVICES	Dec 31, 2010	Jan 3, 2011	3	Firm change	Other
THE MARSHALL FINANCIAL GROUP, INC	SANDERS MORRIS LLC	Aug 4, 2009	Jul 28, 2010	358	Firm change	Other
PRINCIPAL SECURITIES, INC.	THE MARSHALL FINANCIAL GROUP, INC	Mar 9, 2007	Apr 9, 2007	31	Firm change	Other

Relationships

Registered with (6)

→ CARNEGIE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jun 14, 2018 to presentfactForm ADV
→ THE STRATEGIC FINANCIAL ALLIANCERegistered adviserregistration: previous registration
Apr 1, 2016 to Aug 10, 2022factForm ADV
→ VSR ADVISORY SERVICESRegistered adviserregistration: previous registration
Jan 3, 2011 to Apr 4, 2016factForm ADV
→ SANDERS MORRIS LLCRegistered adviserregistration: previous registration
Jul 28, 2010 to Dec 31, 2010factForm ADV
→ THE MARSHALL FINANCIAL GROUP, INCRegistered adviserregistration: previous registration
Apr 9, 2007 to Aug 4, 2009factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
Aug 15, 2005 to Mar 9, 2007factForm ADV

Dated events

Occurred
Aug 10, 2022
Advisor changed firm
Amy Grace Abromaitis left The Strategic Financial Alliance for Carnegie Wealth Management, Llc (registered 2018-06-14)
Form ADVobserved 4 days ago