Michael Patrick Mcalpin
CFP®Professional Summary
Michael Patrick Mcalpin, CFP®, who also goes by Michael P Mcalpin, is a registered financial advisor currently at INTELLICAPITAL ADVISORS LLC located in Ponte Vedra, Florida. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Michael has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Investment Management
- Tax Planning
- Retirement Planning
- Estate & Legacy Planning
- Cashflow & Budgeting
- Education Funding
- Risk Management & Insurance
Specializations
Biography
High-net-worth wealth management specialist focused on retirement income planning, investment strategies, and multi generational wealth preservation. My personalized approach and deep market knowledge empower clients to achieve their long-term financial goals. CFP®, MBA. Let's connect to discuss your wealth planning objectives.
Other Aliases
Michael P Mcalpin
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
xxxxx@xxxx.xxx
X (Twitter)
x.com/xxxxxx
Website
xxxxxxxxxx.xxx
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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
25 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
INTELLICAPITAL ADVISORS LLC
Contact Information
Main Address
4210 Valley Ridge Blvd, Suite 105, Ponte Vedra, FL 32081Phone Number
(866) 438-1958# of Employees
3SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
200AUM (Assets Under Management)
$116,256,711Similar Advisors
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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
INTELLICAPITAL ADVISORS LLC
State Registrations and Notice Filings
(3/26/2026)
(7/22/2026)
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 10 — General Securities Sales Supervisor - General Module Examination
Passed Mar 2009About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Feb 2009About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Patrick Mcalpin's CRS (Customer Relationship Summary).
Services Offered by Michael
- Financial Planning
- Investment Management
- Tax Planning
- Retirement Planning
- Estate & Legacy Planning
- Cashflow & Budgeting
- Education Funding
- Risk Management & Insurance
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