Amy
Abromaitis

The Strategic Financial Alliance, Inc

CRD#1796733
Investment Advisor
in Atlanta, GA
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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

Series 63, Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

2200 Century Parkway Suite 500
Atlanta, GA 30345

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The Strategic Financial Alliance, Inc Brokerage Details

Total Assets Under Management

$501,482,050

GA Average: $3,570,121,308
Total Number of Employees

114

GA Average: 58
Total Number of Accounts

2,548

GA Average: 1,608
Average Account Size

$196,814

GA Average: $2,220,225

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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.

2018 - Present (1 year)

Carnegie Wealth Management, LLC

2016 - Present (3 years)

The Strategic Financial Alliance

2010 - Present (9 years)

Carnegie Wealth Management, LLC

2011 - 2016 (5 years)

Vsr Financial Services, Inc

2011 - 2016 (5 years)

Vsr Advisory Services, Inc

2010 - 2010 (< 1 year)

Sanders Morris Harris Inc

2009 - 2010 (1 year)

Carney Group

2009 - 2010 (1 year)

Corporate Call Center

2007 - 2009 (2 years)

Cambridge Investment Research, Inc

2007 - 2009 (2 years)

Marshall Financial Group

Disclosures

Amy Abromaitis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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