This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

A&M PRIVATE WEALTH PARTNERS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 18, 2005earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63|S66

First exam

Jul 18, 2005

First registration

Apr 12, 2022

Dual registered

no

Other names

PETER S ALOISI|PETER ALOISI|PETER Salvatore ALOISI

IAPD individual key

4888426

• Occurred

  Aug 22, 2024
  Advisor changed firm

  Peter Salvatore Aloisi left Citigroup Global Markets Inc. for A&M Private Wealth Partners, Llc (registered 2024-10-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e89e8287-9d02-112c-7801-e58a8cd2d02e

First observed

Apr 12, 2022

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.