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Peter Salvatore Aloisi

A&M Private Wealth Partners, LLC

New York, NY

West Palm Beach, FL

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Current Employers
A&M Private Wealth Partners, Llc

300 Banyan Blvd 10Th Floor, West Palm Beach, FL 33401 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-10-01
  • NY RA
    APPROVED
    Since 2024-10-01

Branch Locations

350 Fifth Avenue The Empire State Building, Suite 5240, New York, NY 10118 • United States

300 Banyan Blvd 10Th Floor, West Palm Beach, FL 33401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Stamford CT 12/2021 08/2024
Dws Investment Management Americas Boston MA 07/2011 12/2021
A&M Private Wealth Partners New York NY 08/2024 Present
  • 12/2021 → 08/2024
    Citigroup
    Stamford, CT
  • 07/2011 → 12/2021
    Dws Investment Management Americas
    Boston, MA
  • 08/2024 → Present
    A&M Private Wealth Partners
    New York, NY
Previous Registrations
  • 2022-04-12 → 2024-08-22
    Citigroup Global Markets Inc.
    Tampa, FL
    Stamford, CT
    Tampa, FL
    Stamford, CT
    New York, NY
    Wilton, CT
    Stamford, CT
    Los Angeles, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-12
S63 Uniform Securities Agent State Law Examination 2005-07-18
  • S66 Uniform Combined State Law Examination
    2022-04-12
  • S63 Uniform Securities Agent State Law Examination
    2005-07-18
Designations
Other Names
  • Peter S Aloisi
  • Peter Aloisi
  • Peter Salvatore Aloisi

View on SEC IAPD

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