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RIA / WealthAdvisor18 years in industry

Michael S. Calkin

Advisor at A&M PRIVATE WEALTH PARTNERS, LLC

WEST PALM BEACH, FL

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Search this name across graphsid dfx:ria:4da07f7d-4806-c451-a60b-c5a2a1ec0923

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 25, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: A&M PRIVATE WEALTH PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 23, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66|S63|S65
First exam: Aug 23, 2008
First registration: Aug 25, 2008
Dual registered: no
Other names: MICHAEL S CALKIN|Michael S. Calkin|MICHAEL CALKIN
IAPD individual key: 5552261

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
A&M PRIVATE WEALTH PARTNERS, LLC	Independent wealth	Sep 10, 2024	n/a	yes	WEST PALM BEACH, FL	Current employment
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Aug 18, 2020	Aug 16, 2023	no	WASHINGTON, DC\|WEST PALM BEACH, FL\|GREENWICH, CT	Previous registration
WASHINGTON GROWTH STRATEGIES LLC	Independent wealth	Oct 20, 2014	Mar 22, 2018	no	WASHINGTON, DC	Previous registration
MACROVIEW INVESTMENT MANAGEMENT LLC	Independent wealth	Apr 16, 2012	Jan 10, 2014	no	BETHESDA, MD	Previous registration
CHEVY CHASE TRUST COMPANY	Mixed wealth	Aug 25, 2008	Mar 1, 2013	no	BETHESDA, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CITIGROUP GLOBAL MARKETS INC.	A&M PRIVATE WEALTH PARTNERS, LLC	Aug 16, 2023	Sep 10, 2024	391	Firm change	Ibd to new firm
WASHINGTON GROWTH STRATEGIES LLC	CITIGROUP GLOBAL MARKETS INC.	Mar 22, 2018	Aug 18, 2020	880	Firm change after gap	RIA to ibd
MACROVIEW INVESTMENT MANAGEMENT LLC	WASHINGTON GROWTH STRATEGIES LLC	Jan 10, 2014	Oct 20, 2014	283	Firm change	Other
CHEVY CHASE TRUST COMPANY	MACROVIEW INVESTMENT MANAGEMENT LLC	Mar 1, 2013	Apr 16, 2012	-319	Firm change after gap	Other

Relationships

Registered with (5)

→ A&M PRIVATE WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Sep 10, 2024 to presentfactForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Aug 18, 2020 to Aug 16, 2023factForm ADV
→ WASHINGTON GROWTH STRATEGIES LLCRegistered adviserregistration: previous registration
Oct 20, 2014 to Mar 22, 2018factForm ADV
→ MACROVIEW INVESTMENT MANAGEMENT LLCRegistered adviserregistration: previous registration
Apr 16, 2012 to Jan 10, 2014factForm ADV
→ CHEVY CHASE TRUST COMPANYRegistered adviserregistration: previous registration
Aug 25, 2008 to Mar 1, 2013factForm ADV

Dated events

Occurred
Aug 16, 2023
Advisor changed firm
Michael S. Calkin left Citigroup Global Markets Inc. for A&M Private Wealth Partners, Llc (registered 2024-09-10)
Form ADVobserved 5 days ago