Christopher James Cocozza
Investment adviser representative at A&m Private Wealth Partners, LLC
16 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
16 years in the industry.
- A&m Private Wealth Partners, LLCSep 2024 to now
- Interactive Brokers Corp.May 2019 to Aug 2024
- UnemployedApr 2018 to Apr 2019
- Clearbridge Investments LLCAug 2010 to Mar 2018
- Legg Mason & Co., LLC.Aug 2010 to Mar 2018
- Legg Mason Investor Services, LLCAug 2010 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5203064
- Firm CRD
- 331478