AA
Andrew J. Amoroso
ABRAHAM & CO.
Lynnwood, WA 98087
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CRD#: 7515730
AA
Professional summary
Andrew James Amoroso is a registered financial advisor currently at ABRAHAM & CO., INC. located in Lynnwood, Washington.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Andrew has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name of outside business: Amoroso Enterprises LLC; Is the business investment related: No; Location of the business: 1167 REPUBLICAN ST SEATTLE WA 98109 United States; Description of the business: Notary Public Position Title: Notary Public; Responsibilities Duties: Notarizing Documents for Title Companies and Individuals.; Start date with business: 2021-08-24; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 10;
CRS (Client Relationship Summary) - RIA
Click below to view Andrew James Amoroso's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 16, 2022 - Present
ABRAHAM & CO., INC.
Office #1: 16108 Ash Way Suite 201, Lynnwood, WA 98087RIA
CRD#: 299085
Lynnwood, WA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(3/14/2025)
IAR
Washington(3/16/2022)
Current Firm
A&
ABRAHAM & CO., INC.
ABRAHAM & CO., INC. | EVERETT WEALTH SOLUTIONS, INC. | CONNOLLY WEALTH MANAGEMENT | CLEARPATH FINANCIAL LLC/MATTHEW SHERMAN | CLEARPATH FINANCIAL & INSURANCE SOLUTIONS LLC
CRD#: 299085 / SEC#:
Arizona
Registered Investment Advisory firm - (8/17/2022 Approved)California
Registered Investment Advisory firm - (10/5/2021 Approved)Florida
Registered Investment Advisory firm - (7/10/2025 Approved)Idaho
Registered Investment Advisory firm - (12/17/2019 Approved)Illinois
Registered Investment Advisory firm - (1/6/2021 Approved)Indiana
Registered Investment Advisory firm - (6/8/2023 Approved)Missouri
Registered Investment Advisory firm - (5/21/2024 Approved)Nevada
Registered Investment Advisory firm - (9/24/2024 Approved)Oregon
Registered Investment Advisory firm - (10/4/2024 Approved)Tennessee
Registered Investment Advisory firm - (9/17/2025 Approved)Texas
Registered Investment Advisory firm - (6/22/2021 Approved)Utah
Registered Investment Advisory firm - (3/13/2023 Approved)Washington
Registered Investment Advisory firm - (3/17/2000 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Gig Harbor, WA
Mailing Address
Phone number
(253) 851-7486
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 772 |
| AUM (Assets Under Management) | $ 78,000,000 |
Red Flags
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