Unclaimed Profile

Ariana Nicole Monchick

A&M PRIVATE WEALTH PARTNERS, LLC·PALM BEACH GARDENS, Florida

SIE, Series 7, Series 24, Series 53, Series 66Clean record15 years registeredA&M PRIVATE WEALTH PARTNERS, LLC

3825 PGA BLVD., PALM BEACH GARDENS, FL 33410CRD# 5376982Firm CRD# 331478

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ariana Nicole Monchick · PALM BEACH GARDENS, FL

Registration

CRD #5376982 · A&M PRIVATE WEALTH PARTNERS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: A&M PRIVATE WEALTH PARTNERS, LLC

SUMMIT FINANCIAL GROUP INC

Jan 2017 – Oct 2018

BOCA RATON, FL

LEGEND ADVISORY CORPORATION

Jan 2011 – Dec 2016

PALM BEACH GARDENS, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 53

Series 66

Registration record

First registered · January 27, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

A&M PRIVATE WEALTH PARTNERS, LLC

CRD 331478 · SEC 801-130473

AUM

$103M

Regulatory assets under management

Employees

10 client accounts

Services offered by A&M PRIVATE WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at A&M PRIVATE WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Ariana Nicole Monchick offer?

Ariana Nicole Monchick specializes in Financial Planning, Investment Management, Wealth Management.

What are Ariana Nicole Monchick's credentials?

Ariana Nicole Monchick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ariana Nicole Monchick located?

Ariana Nicole Monchick is based in PALM BEACH GARDENS, Florida, last registered with A&M PRIVATE WEALTH PARTNERS, LLC.

How does Ariana Nicole Monchick charge for services?

Ariana Nicole Monchick's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is A&M PRIVATE WEALTH PARTNERS, LLC?

A&M PRIVATE WEALTH PARTNERS, LLC has approximately 20 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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