The Strategic Financial Alliance, Inc
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About this Advisor
Amy Abromaitis is a certified financial planner in Atlanta, Georgia. Currently an advisor at The Strategic Financial Alliance, Inc, they have accrued 11 years of work experience as a financial advisor. Abromaitis has Series 63 and Series 66 licenses, which certify the advisor as a securities broker. Abromaitis can work with customers in Pennsylvania. During their career, Abromaitis has held roles at Cambridge Investment Research, Inc, Carney Group, Sanders Morris Harris Inc, Vsr Financial Services, Inc, Vsr Advisory Services, Inc, Carnegie Wealth Management, LLC, The Strategic Financial Alliance, Corporate Call Center and Marshall Financial Group. The Strategic Financial Alliance, Inc is headquartered in Atlanta, Georgia, and has 52 other offices in the nation. In aggregate, The Strategic Financial Alliance, Inc oversees $854 million in assets across 4,791 client accounts and retains more than 121 people. The firm's total assets under management makes it one of the bigger financial advisory firms in the country. The firm manages 550 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 14% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. The Strategic Financial Alliance, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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The Strategic Financial Alliance, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Amy Abromaitis Work History
Amy has 11 years of experience.
Carnegie Wealth Management, LLC
The Strategic Financial Alliance
Vsr Financial Services, Inc
Vsr Advisory Services, Inc
Sanders Morris Harris Inc
Carnegie Wealth Management, LLC
Corporate Call Center
Cambridge Investment Research, Inc
Marshall Financial Group
Amy Abromaitis has no disclosures.
Please visit their SEC profile for more details.