DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Amy Grace Abromaitis

Carnegie Wealth Management, LLCindependent RIABerwyn, PaIA-onlyIAPD 1796733

Certified Financial Planner

Feed of 09/14/2026

Also filed as Amy Currie

At current firm

8 y

since Jun 14, 2018

In the industry

30 y

since Jun 7, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Business email: aabromaitis@carnegiewealth.comreportedcarnegiewealth.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Carnegie Wealth Management, LLC independent RIA current
since Jun 14, 2018 · Berwyn, Pa
The Strategic Financial Alliance BD affiliated
Apr 1, 2016 to Aug 10, 2022 · Atlanta, Ga
Vsr Advisory Services former
Jan 3, 2011 to Apr 4, 2016 · Exton, Pa
Sanders Morris LLC independent RIA
Jul 28, 2010 to Dec 31, 2010 · Exton, Pa
The Marshall Financial Group, Inc former
Apr 9, 2007 to Aug 4, 2009 · Doylestown, Pa
Principal Securities, Inc. BD affiliated
Aug 15, 2005 to Mar 9, 2007 · King Of Prussia, Pa

Moves

a registration end followed by a registration begin elsewhere

The Strategic Financial Alliance to Carnegie Wealth Management, LLC
left Aug 10, 2022, registered Jun 14, 2018 (-1518 days) · Affiliated broker-dealer or bank to independent RIA
Vsr Advisory Services to The Strategic Financial Alliance
left Apr 4, 2016, registered Apr 1, 2016 (-3 days) · Other
Sanders Morris LLC to Vsr Advisory Services
left Dec 31, 2010, registered Jan 3, 2011 (3 days) · Other
The Marshall Financial Group, Inc to Sanders Morris LLC
left Aug 4, 2009, registered Jul 28, 2010 (358 days) · Other
Principal Securities, Inc. to The Marshall Financial Group, Inc
left Mar 9, 2007, registered Apr 9, 2007 (31 days) · Other

Signals

Amy Grace Abromaitis left The Strategic Financial Alliance for Carnegie Wealth Management, Llc (registered 2018-06-14)
Aug 10, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address