Unclaimed Profile

Michael S. Calkin

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

SIE, Series 7, Series 63, Series 65, Series 66Clean record17 years registeredA&M PRIVATE WEALTH PARTNERS, LLC

3825 PGA BLVD., PALM BEACH GARDENS, FL 33410CRD# 5552261Firm CRD# 331478

Profile Verification

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

Identity

Michael S. Calkin · PALM BEACH GARDENS, FL

Registration

CRD #5552261 · A&M PRIVATE WEALTH PARTNERS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

A&M PRIVATE WEALTH PARTNERS, LLC

Sep 2024 – present

CITIGROUP GLOBAL MARKETS INC.

Aug 2020 – Aug 2023

WEST PALM BEACH, FL

WASHINGTON GROWTH STRATEGIES LLC

Oct 2014 – Mar 2018

WASHINGTON, DC

ABSOLUTE INVESTMENT MANAGEMENT

Apr 2012 – Jan 2014

BETHESDA, MD

CHEVY CHASE TRUST COMPANY

Aug 2008 – Mar 2013

BETHESDA, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 66

Registration record

First registered · August 25, 2008

Years registered · 17

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

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PALM BEACH GARDENS?

Browse all registered financial advisors in PALM BEACH GARDENS, Florida or claim this profile if it's yours.

Browse PALM BEACH GARDENS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Michael S. Calkin offer?

Michael S. Calkin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PALM BEACH GARDENS, Florida for a consultation.

What are Michael S. Calkin's credentials?

Michael S. Calkin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael S. Calkin located?

Michael S. Calkin is based in PALM BEACH GARDENS, Florida, working with A&M PRIVATE WEALTH PARTNERS, LLC. Their office serves clients in the PALM BEACH GARDENS metropolitan area and surrounding communities.

How does Michael S. Calkin charge for services?

Michael S. Calkin'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →