Michael S. Calkin

A&M PRIVATE WEALTH PARTNERS

WEST PALM BEACH, FL 33401

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CRD#: 5552261

Professional summary

Michael S. Calkin, who also goes by Michael S Calkin, Michael Calkin, 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 2008. Michael has worked at 8 firms and has passed the Series 66, Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael S Calkin | Michael Calkin

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.

1. MSC Van LLC; / Not investment-related; / West Palm Beach, FL. / Transportation and storage/ Land transport and transport via pipelines; / Management responsibilities; /Title: Managing Manager; / Affiliation started on February 1, 2018; / 0 hours devoted each month during and outside securities trading hours. /Duties: file annual tax returns for the LLC; / Management responsibilities. / Own 70 Dodge Promaster Sprinter vans, rented out on the Fluid Trucks Application 2. FFM Ventures LLC;/ Entity was formed to invest in Fluid Trucks Inc; /My responsibility is to file annual tax returns./ It is a passive investment;/ West Palm Beach, FL; /Affiliation started on February 1, 2018;/ Title: Managing Member;/ Duties: filing annual tax returns;/ 0 hours devoted each month during and securities trading hours./ Transportation and storage-Warehousing and support activities for transportation (Industry)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael S. Calkin'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®

None

Experience

Current

September 10, 2024 - 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

September 20, 2023 - April 17, 2024

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

MIAMI, FL

Past

August 18, 2020 - August 16, 2023

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

WEST PALM BEACH, FL

Past

July 20, 2020 - August 16, 2023

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

WEST PALM BEACH, FL

Past

July 20, 2020 - August 16, 2023

CITI PRIVATE ALTERNATIVES, LLC

CRD#: 153777

WEST PALM BEACH, FL

Past

May 2, 2018 - May 26, 2020

J.P. MORGAN SECURITIES LLC

CRD#: 79

Palm Beach, FL

Past

October 20, 2014 - March 22, 2018

WASHINGTON GROWTH STRATEGIES LLC

RIA

CRD#: 171774

WASHINGTON, DC

Past

April 16, 2012 - January 10, 2014

MACROVIEW INVESTMENT MANAGEMENT LLC

RIA

CRD#: 149621

BETHESDA, MD

Past

August 25, 2008 - March 1, 2013

CHEVY CHASE TRUST COMPANY

RIA

CRD#: 110742

BETHESDA, MD

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
(9/10/2024)

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

State Security Law Exam

IAR

Series 66

Date: 8/14/2020

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/22/2018

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/23/2008

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/2/2018

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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Advisor Monitoring

Firm Stability Insights

Michael S. Calkin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael S. Calkin's CRS (Customer Relationship Summary).

Certified licenses

Experience

DEUTSCHE BANK SECURITIES INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

CITI PRIVATE ALTERNATIVES, LLC

J.P. MORGAN SECURITIES LLC

WASHINGTON GROWTH STRATEGIES LLC

MACROVIEW INVESTMENT MANAGEMENT LLC

CHEVY CHASE TRUST COMPANY

Primary Firm SEC Registration

A&M PRIVATE WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/14/2020

Series 63

Date: 5/22/2018

Series 65

Date: 8/23/2008

SIE

Date: 10/1/2018

Series 7

Date: 5/2/2018

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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