Michael P. Mcalpin

INTELLICAPITAL ADVISORS LLC | CEO & CCO, Wealth Advisor

PONTE VEDRA, FL 32081

CRD#: 4436877

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.

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.

Question & Answer

What are your service offerings?

Financial Planning,

Investment Management,

Tax Planning,

Retirement Planning,

Estate Planning,

Legal Services (Will, Estate, ...

Financial Coaching

Do you have an area of expertise or specialization?

Blended Families,

Budgeting,

Cash Flow Analysis,

Cryptocurrency & NFT's,

College Planning,

Customized Portfolios,

Estate Planning,

ESG (Environmental Social Gove...

Executive Compensation (ISO, R...

High Net Worth Planning,

Investment Management,

Philanthropic and Non-Profit,

Real Estate (LLP, REIT's, Priv...

Retirement Planning,

Risk Management and Insurance ...

Tax Planning and Preparation,

Trust and Estate Planning,

Divorce Planning

How do you get paid?

Fee-Only,

% of AUM

Are you a "fiduciary"?

Yes

Aliases

Michael P Mcalpin

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Patrick Mcalpin's 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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

November 9, 2021 - Present

INTELLICAPITAL ADVISORS LLC

Office #1: 4210 Valley Ridge Blvd #130 141, 142, Ponte Vedra, FL, 32081

RIA

CRD#: 316908

PONTE VEDRA, FL

Past

July 13, 2018 - May 27, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

January 23, 2007 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

JACKSONVILLE, FL

Past

October 18, 2001 - May 27, 2021

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

JACKSONVILLE, FL

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
(11/9/2021)

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

IAR

Series 66

Date: 8/31/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/30/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/17/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 3/16/2009

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 2/23/2009

General Securities Sales Supervisor - Options Module Examination

Current Firm

INTELLICAPITAL ADVISORS LLC

CRD#: 316908 / SEC#:

Florida

Registered Investment Advisory firm - (11/9/2021 Approved)

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Contact information

Main Address

4210 Valley Ridge Blvd #130 141, 142, Ponte Vedra, FL, 32081

Mailing Address

Phone number

(866) 438-1958

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	212
AUM (Assets Under Management)	$ 88,519,301

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Michael P. Mcalpin

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Patrick Mcalpin's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/31/2006

Series 63

Date: 11/30/2001

SIE

Date: 10/1/2018

Series 7

Date: 10/17/2001

Series 10

Date: 3/16/2009

Series 9

Date: 2/23/2009

Current Firm

INTELLICAPITAL ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTELLICAPITAL ADVISORS LLC

TRUST BUT VERIFY

Contact information

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