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Amy C. Drinkard

STEADMONT ADVISORS
BIRMINGHAM, AL 35209
Some features on this profile are disabled
CRD#: 4833611
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Professional summary

Amy C Drinkard, who also goes by Amy Elizabeth Cole, is a registered financial advisor currently at STEADMONT ADVISORS, LLC located in Birmingham, Alabama.

Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Amy has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Amy Elizabeth Cole

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 Amy C Drinkard'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

January 12, 2024 - Present

STEADMONT ADVISORS, LLC

Office #1: 2204 Lakeshore Drive Suite 100, Birmingham, AL 35209
RIA
CRD#: 328882
BIRMINGHAM, AL
Past

June 17, 2020 - January 16, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BIRMINGHAM, AL
Past

October 26, 2015 - January 16, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BIRMINGHAM, AL

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".
SA
STEADMONT ADVISORS, LLC
STEADMONT ADVISORS, LLC

CRD#: 328882 / SEC#: 801-129271

RIA
Registered Investment Advisory firm - (1/10/2024 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
Alabama
(1/12/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/16/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/26/2015
General Securities Representative Examination

Current Firm

SA
STEADMONT ADVISORS, LLC
STEADMONT ADVISORS, LLC

CRD#: 328882 / SEC#: 801-129271

RIA
Registered Investment Advisory firm - (1/10/2024 Approved)
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Contact information

Main Address
2204 Lakeshore Drive Suite 100, Birmingham, AL 35209
Mailing Address
Phone number
(205) 721-7005
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (8 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STEADMONT INITIAL ADV FILING (3/7/2025)

Regulatory assets under management

Total Number of Accounts1,173
AUM (Assets Under Management)$ 368,443,788

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

STEADMONT ADVISORS, LLC

CRD#: 328882Birmingham, AL 35209

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