Michael J. Murgio

A&M PRIVATE WEALTH PARTNERS

WEST PALM BEACH, FL 33401

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CRD#: 3269860

Professional summary

Michael Joseph Murgio, CFA, who also goes by Michael J Murgio, Mike Murgio, is a registered financial advisor currently at A&M PRIVATE WEALTH PARTNERS, LLC located in West Palm Beach, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Michael has worked at 4 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael J Murgio | Mike Murgio

Other business activities

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.

URBAN ALPHA VENTURES LLC; INVESTMENT-RELATED; 900 S US HWY1, JUPITER FL 33477; REAL ESTATE; PARTNER; START JANUARY 2022; 0 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; NO ONGOING ACTIVITIES PERFORMED. SPEEDWELL PARTNERS LLC; INVESTMENT-RELATED; 4 MACDONALD AVE, ARMONK NY 10504; PRIVATE EQUITY FIRM; NO TITLE, SUBORDINATED OWNERSHIP; START JANUARY 2023; 0 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; NO ONGOING ACTIVITIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Murgio's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

April 9, 2025 - Present

A&M PRIVATE WEALTH PARTNERS, LLC

Office #1: 300 Banyan Blvd 10th Floor, West Palm Beach, FL 33401

RIA

CRD#: 331478

WEST PALM BEACH, FL

Past

August 18, 2011 - July 3, 2015

GFO ADVISORY SERVICES, LLC

RIA

CRD#: 109278

JUPITER, FL

Past

July 27, 2001 - April 8, 2002

TRUIST SECURITIES, INC.

CRD#: 6271

ATLANTA, GA

Past

October 11, 1999 - July 27, 2001

THE ROBINSON-HUMPHREY COMPANY, LLC

CRD#: 723

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

A&M PRIVATE WEALTH PARTNERS, LLC

CRD#: 331478 / SEC#: 801-130473

RIA

Registered Investment Advisory firm - (6/14/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(4/9/2025)

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

State Security Law Exam

Series 63

Date: 11/16/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/8/1999

General Securities Representative Examination

Current Firm

A&M PRIVATE WEALTH PARTNERS, LLC

CRD#: 331478 / SEC#: 801-130473

RIA

Registered Investment Advisory firm - (6/14/2024 Approved)

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Contact information

Main Address

300 Banyan Blvd 10th Floor, West Palm Beach, FL 33401

Mailing Address

Phone number

(561) 268-0900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AMPWM FORM ADV PART 2A BROCHURE (7/2/2025)

Regulatory assets under management

Total Number of Accounts	150
AUM (Assets Under Management)	$ 1,566,202,969

Red Flags

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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Michael J. Murgio

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Murgio's CRS (Customer Relationship Summary).

Certified licenses

Experience

A&M PRIVATE WEALTH PARTNERS, LLC

GFO ADVISORY SERVICES, LLC

TRUIST SECURITIES, INC.

THE ROBINSON-HUMPHREY COMPANY, LLC

Primary Firm SEC Registration

A&M PRIVATE WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/16/2001

Series 7

Date: 10/8/1999

Current Firm

A&M PRIVATE WEALTH PARTNERS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

A&M PRIVATE WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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