Amy M. Zamikovsky
KOVITZ INVESTMENT GROUP PARTNERS
Houston, TX
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CRD#: 5212495
Professional summary
Amy Michele Zamikovsky, CFP®, who also goes by Amy Michele Glasscock, Amy Glasscock, Amy Michele Greco, Amy Zamikovsky, is a registered financial advisor currently at KOVITZ INVESTMENT GROUP PARTNERS, LLC located in Houston, Texas.
Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Amy has worked at 6 firms and has passed the Series 66, Series 65, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Amy Michele Glasscock | Amy Glasscock | Amy Michele Greco | Amy Zamikovsky
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 name of the other business is Zamikovsky Law, PLLC. This business is not investment related. The registered address of this business is 5302 La Branch Street, Houston, TX 77004. The nature of the other business is a law practice. My position is a licensed attorney in the State of Texas. I am the founding, solo member, and "registered agent" of this Professional Limited Liability Company. This business was established on October 23, 2021, but I did not start practicing law under this business until November 2021. The approximate number of hours per month devoted to this business is 80. The number of hours/month devoted to this business during trading hours is approximately 5 - 10. My duties related to this business are to adhere to the State Bar of Texas standards of trust accounting, maintain Secretary of State and State Comptroller Compliance, and the practice of law.
CRS (Client Relationship Summary) - RIA
Click below to view Amy Michele Zamikovsky'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®
CFP®
Start date: 2021
Experience
Current
April 1, 2025 - Present
KOVITZ INVESTMENT GROUP PARTNERS, LLC
RIA
CRD#: 282241
Houston, TX
Past
March 28, 2024 - April 3, 2025
TRANSFORM WEALTH, LLC
RIA
CRD#: 283403
Houston, TX
Past
April 4, 2023 - March 28, 2024
WOODSON WEALTH MANAGEMENT
RIA
CRD#: 309313
Houston, TX
Past
February 25, 2022 - September 14, 2022
OAK HARVEST INVESTMENT SERVICES
RIA
CRD#: 173293
HOUSTON, TX
Past
March 7, 2018 - December 15, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
HOUSTON, TX
Past
January 22, 2018 - December 15, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
HOUSTON, TX
Past
September 6, 2006 - November 17, 2014
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.
RIA
CRD#: 113181
HOUSTON, TX
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".
KOVITZ INVESTMENT GROUP PARTNERS, LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP
CRD#: 282241 / SEC#: 801-107054
RIA
Registered Investment Advisory firm - (12/24/2015 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
Colorado(4/1/2025)
IAR
Texas(4/1/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/22/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
KOVITZ INVESTMENT GROUP PARTNERS, LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP
CRD#: 282241 / SEC#: 801-107054
RIA
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Contact information
Main Address
10 S Wacker Drive Suite 2600, Chicago, IL 60606
Mailing Address
Phone number
(312) 334-7300
Established
Firm type
Fiscal year end
# of Employees
372
SEC notice filing (48 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 38,915 |
| AUM (Assets Under Management) | $ 31,731,798,984 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/23/2025 | ||
| 08/15/2024 | ||
| 07/19/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
