Brian Michael Oard
CFP®Professional Summary
Brian Michael Oard, CFP®, who also goes by Max Oard, is a registered financial advisor currently at A&M PRIVATE WEALTH PARTNERS, LLC located in Thousand Oaks, California. Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Brian has worked at 10 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Max Oard
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
A&M PRIVATE WEALTH PARTNERS | AMPWP LLC | AMPWP | ALVAREZ & MARSAL PRIVATE WEALTH PARTNERS LLC | ALVAREZ & MARSAL PRIVATE WEALTH PARTNERS | A&M PRIVATE WEALTH PARTNERS, LLC
Contact Information
Main Address
300 Banyan Blvd 10th Floor, West Palm Beach, FL 33401Phone Number
(561) 268-0900# of Employees
28SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
250AUM (Assets Under Management)
$1,832,726,951Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/16/2026 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
A&M PRIVATE WEALTH PARTNERS | AMPWP LLC | AMPWP | ALVAREZ & MARSAL PRIVATE WEALTH PARTNERS LLC | ALVAREZ & MARSAL PRIVATE WEALTH PARTNERS | A&M PRIVATE WEALTH PARTNERS, LLC
State Registrations and Notice Filings
(12/2/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 1993About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Dec 1996About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Brian Michael Oard's CRS (Customer Relationship Summary).
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