Milos Janicic
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 2025 to now
- Alvarez & Marsal Private Wealth Partners, LLCJul 2025 to now
- CitigroupDec 2019 to now
- Self-employedOct 2018 to Nov 2019
- Investcorp InternationalJan 2016 to Sep 2018
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
- 7565111
- Firm CRD
- 331478