Jude R Scaglione
Investment adviser representative at A&m Private Wealth Partners, LLC
10 yearsExperience
1 stateRegistered in
$1.8BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- A&m Private Wealth Partners, LLCAug 2024 to now
- CitigroupMar 2022 to Aug 2024
- Genworth FinancialMar 2016 to Mar 2022
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
A&m Private Wealth Partners, LLC
$1.8BAssets managed
43Clients
15Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4763159
- Firm CRD
- 331478