Amy Abromaitis
Carnegie Wealth Management · Berwyn, Pennsylvania
Amy Abromaitis is a fee-only financial advisor at Carnegie Wealth Management in Berwyn, Pennsylvania, who holds the CFP credential. Carnegie Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Carnegie Wealth Management |
|---|---|
| Based in | Berwyn, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $357.1M across 919 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 1796733 |
| Exams passed | Series 63 (1996) · Series 66 (2005) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | carnegiewealth.com/who-we-are/we-are-carnegie |
| Profile |
How Amy's firm compares
- Carnegie Wealth Management's average account is about $389,000, from its Form ADV (assets managed divided by 919 accounts).
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Questions about Amy
Is Amy Abromaitis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and Carnegie Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amy charge for financial advice?
Amy's firm, Carnegie Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Amy Abromaitis based?
Amy Abromaitis is based in Berwyn, Pennsylvania.
What credentials does Amy Abromaitis hold?
Amy Abromaitis holds the CFP credential.
Is Amy Abromaitis registered with the SEC?
Yes. Amy Abromaitis is registered as an investment adviser representative in PA and TX (CRD 1796733), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Carnegie Wealth Management manage?
Carnegie Wealth Management reports $357.1M across 919 accounts in assets under management.
How do I contact Amy Abromaitis?
Through Amy's website, carnegiewealth.com/who-we-are/we-are-carnegie.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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