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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 2025-08-26
  • NY RA
    APPROVED
    Since 2025-08-26

Branch Locations

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

350 Fifth Avenue The Empire State Building, New York, NY 10118 • 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 New York NY 12/2019 Present
Self-Employed New York NY 10/2018 11/2019
Investcorp International New York NY 01/2016 09/2018
Alvarez & Marsal Private Wealth Partners, Llc West Palm Beach FL 07/2025 Present
  • 12/2019 → Present
    Citigroup
    New York, NY
  • 10/2018 → 11/2019
    Self-Employed
    New York, NY
  • 01/2016 → 09/2018
    Investcorp International
    New York, NY
  • 07/2025 → Present
    Alvarez & Marsal Private Wealth Partners, Llc
    West Palm Beach, FL
Previous Registrations
  • 2022-10-07 → 2025-07-24
    New York, NY
    Tampa, FL
    Los Angeles, CA
    Lic, NY
  • 2022-10-07 → 2010-06-30
    Citi Private Alternatives, Llc
    New York, NY
    Tampa, FL
    Long Island City, NY
    Los Angeles, CA
Other Businesses

Grenoble Ecole de Management (GEM); Not Investment-related; Nature: University; Paris, France; Started: November 27, 2024; Title: Guest Lecturer; Duties: Provide a weeklong (30 hour) python programming course for MSc second year students as part of their program. I have the flexibility to decide when I will be teaching the module. Module: Data Analytics and Advanced Modelling Cohort: MSc Finance and Investment Banking M2 FT Paris; No time is devoted each month during securities trading hours; 21-40 hours are devoted each month outside of securities trading hours.///

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-07
  • S66 Uniform Combined State Law Examination
    2022-10-07
Other Names
  • Milo? Janicic
  • Milosh Janicic

View on SEC IAPD

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