AM

Amanda Michalec

ALLIANCEBERNSTEIN INVESTMENTS
San Antonio, TX 78230
Some features on this profile are disabled
CRD#: 4292434
AM

Professional summary


Amanda Michalec, who also goes by Amanda Leigh Mccoy, Amanda L Michalec, Amanda Leigh Michalec, is a registered financial professional currently at ALLIANCEBERNSTEIN INVESTMENTS, INC. located in San Antonio, Texas.

Amanda is registered as a RR (Registered Representative) and started their career in finance in 2001. Amanda has worked at 17 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Amanda Leigh Mccoy | Amanda L Michalec | Amanda Leigh Michalec

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.

CRS (Client Relationship Summary) - BD


Click below to view Amanda Michalec'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®
None

Experience


Current

November 7, 2025 - Present

ALLIANCEBERNSTEIN INVESTMENTS, INC.

Office #1: 8000 Ih 10 West, San Antonio, TX 78230
BD
CRD#: 14549
San Antonio, TX
Past

May 28, 2025 - November 5, 2025

USAA INVESTMENT SERVICES COMPANY

BD
CRD#: 5475
SAN ANTONIO, TX
Past

August 5, 2024 - January 10, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

August 5, 2024 - January 10, 2025

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL
Past

June 6, 2023 - July 27, 2023

WESTERN INTERNATIONAL SECURITIES, INC.

BD
CRD#: 39262
PASADENA, CA
Past

June 6, 2023 - July 27, 2023

SORRENTO PACIFIC FINANCIAL, LLC

BD
CRD#: 127787
SAN DIEGO, CA
Past

June 6, 2023 - July 27, 2023

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
SAN DIEGO, CA
Past

June 6, 2023 - July 27, 2023

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
SYRACUSE, NY
Past

November 17, 2021 - July 27, 2023

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
HOUSTON, TX
Past

March 16, 2021 - August 10, 2021

VICTORY CAPITAL SERVICES, INC.

BD
CRD#: 37059
San Antonio, TX
Past

June 21, 2018 - February 7, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
San Antonio, TX
Past

March 23, 2010 - September 12, 2018

INVESTMENT PROFESSIONALS, INC.

BD
CRD#: 30184
SAN ANTONIO, TX
Past

September 12, 2006 - June 2, 2009

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
SAN ANTONIO, TX
Past

September 22, 2005 - July 12, 2006

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
SAN ANTONIO, TX
Past

September 1, 2004 - September 12, 2005

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

September 24, 2003 - August 3, 2004

ADVISORS ASSET MANAGEMENT, INC.

BD
CRD#: 46727
MONUMENT, CO
Past

August 22, 2002 - November 6, 2003

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

January 4, 2001 - August 15, 2002

USAA INVESTMENT SERVICES COMPANY

BD
CRD#: 5475
SAN ANTONIO, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(11/8/2025)

Exams


State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AI
ALLIANCEBERNSTEIN INVESTMENTS, INC.
ALLIANCE FUND DISTRIBUTORS | ALLIANCEBERNSTEIN INVESTMENTS, INC. | ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. | ALLIANCE FUND DISTRIBUTORS, INC.

CRD#: 14549 / SEC#: , 8-30851

BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information


Main Address
501 Commerce Street, Nashville, TN 37203
Mailing Address
501 Commerce Street, Nashville, TN 37203
Phone number
(800) 251-0539
Established
Delaware since 11/15/1983
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
ALLIANCEBERNSTEIN CORPORATION OF DELAWARE ("ABCD")PARENT OF REGISTRANT
ARCHARD, NOEL CHRISTIANHEAD OF ETF AND PORTFOLIO SOLUTIONS2563745
GESSNER, MARK ANDREWCHIEF EXECUTIVE OFFICER2447287
KRUEGER, GARY MICHAELDIRECTOR, CHIEF FINANCIAL OFFICER2840211
MANLEY, MARK RANDALLDIRECTOR AND CORPORATE SECRETARY1294370
WRIGHT, DANIEL EUGENECHIEF COMPLIANCE OFFICER2204732

Disclosures


Regulatory Event5

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.

Company Information


ALLIANCEBERNSTEIN INVESTMENTS, INC.

CRD#: 14549San Antonio, TX 78230

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