Best Investors Account Sign in
Inactive

Christopher James Cocozza

A&M Private Wealth Partners, LLC

West Palm Beach, FL

Claim This Profile
Current Employers
A&M Private Wealth Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-17
  • FL RA
    APPROVED
    Since 2025-03-17

Branch Locations

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
Legg Mason Investor Services, Llc Stamford CT 08/2010 03/2018
Legg Mason & Co., Llc. Stamford CT 08/2010 03/2018
Clearbridge Investments Llc New York NY 08/2010 03/2018
Unemployed Stamford CT 04/2018 04/2019
Interactive Brokers Corp. Greenwich CT 05/2019 08/2024
A&M Private Wealth Partners Palm Beach Gardens FL 09/2024 Present
  • 08/2010 → 03/2018
    Legg Mason Investor Services, Llc
    Stamford, CT
  • 08/2010 → 03/2018
    Legg Mason & Co., Llc.
    Stamford, CT
  • 08/2010 → 03/2018
    Clearbridge Investments Llc
    New York, NY
  • 04/2018 → 04/2019
    Unemployed
    Stamford, CT
  • 05/2019 → 08/2024
    Interactive Brokers Corp.
    Greenwich, CT
  • 09/2024 → Present
    A&M Private Wealth Partners
    Palm Beach Gardens, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-10
  • S66 Uniform Combined State Law Examination
    2007-10-10
Other Names
  • Chris Cocozza

View on SEC IAPD

Other Firms

CLEARSKY ADVISORS LLC
MYRIAD ASSET MANAGEMENT ADVISORS LLC
TCG STRATEGIC INCOME ADVISOR LLC
SUNRISE MANAGER LLC
SRT GROUP LLC
UBS FINANCIAL SERVICES INC.
CIBC PRIVATE WEALTH ADVISORS, INC.
CRESSET ASSET MANAGEMENT, LLC

Other Investors

SARA DAWN ROTH
SUZANN RITA ZADANOSKY
ROBERT EDWARD DEFOREST
RYAN JOSEPH MCGOVERN
WAYNE JULIUS SAFRO
GEORGE S MAYER
SCOTT BERNARD ARENTSEN
NATHALIE TREMBLAY

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
UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

More in West Palm Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor