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Carl Wade Gardiner

A&M Private Wealth Partners, LLC

West Palm Beach, FL

Bozeman, MT

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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
CA RA APPROVED 2026-04-10
DE RA APPROVED 2026-04-10
MT RA APPROVED 2026-04-10
NY RA APPROVED 2026-04-10
TX RA APPROVED 2026-04-10
  • CA RA
    APPROVED
    Since 2026-04-10
  • DE RA
    APPROVED
    Since 2026-04-10
  • MT RA
    APPROVED
    Since 2026-04-10
  • NY RA
    APPROVED
    Since 2026-04-10
  • TX RA
    APPROVED
    Since 2026-04-10

Branch Locations

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

Bozeman, MT • 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
Constancy Investors Llc New Canaan CT 01/2016 01/2020
Bitterroot Capital Advisors Llc Bozeman MT 01/2020 Present
Alvarez & Marsal Private Wealth Partners, Llc West Palm Beach FL 02/2026 Present
  • 01/2016 → 01/2020
    Constancy Investors Llc
    New Canaan, CT
  • 01/2020 → Present
    Bitterroot Capital Advisors Llc
    Bozeman, MT
  • 02/2026 → Present
    Alvarez & Marsal Private Wealth Partners, Llc
    West Palm Beach, FL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-09-26
  • S63 Uniform Securities Agent State Law Examination
    1992-09-26
Designations
Other Names
  • Carl W Gardiner

View on SEC IAPD

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Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
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