Michael S. Calkin
Investment adviser representative at A&m Private Wealth Partners, LLC
12 yearsExperience
2 statesRegistered in
$1.8BFirm assets
2 yearsFirm in business
Are you Michael S. Calkin? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- A&m Private Wealth Partners, LLCMay 2024 to now
- Db USA Core Corporation (affiliate Dbsi)Aug 2023 to Apr 2024
- CitigroupMay 2020 to Aug 2023
- JPMorgan Chase Bank NAMar 2018 to May 2020
- JPMorgan Securities LLCMar 2018 to May 2020
- Washington Growth Strategies LLCJul 2014 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
A&m Private Wealth Partners, LLC
$1.8BAssets managed
43Clients
15Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5552261
- Firm CRD
- 331478