Michelle L. Holliday
Professional summary
Michelle Lyn Holliday, who also goes by Michelle Lyn East, Michelle Lyn Rife, is a registered financial advisor currently at ALPHASTAR CAPITAL MANAGEMENT located in Bowling Green, Ohio.
Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Michelle has worked at 3 firms and has passed the Series 65, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michelle Lyn Holliday's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 23, 2025 - Present
ALPHASTAR CAPITAL MANAGEMENT
April 4, 2025 - August 15, 2025
BROOKSTONE CAPITAL MANAGEMENT LLC
May 14, 2021 - June 23, 2023
MWA FINANCIAL SERVICES INC.
Primary Firm SEC Registration
ALPHASTAR CAPITAL MANAGEMENT
CRD#: 157423 / SEC#: 801-72361
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/23/2025)
Exams
Series 6TO
Date: 5/14/2021
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
ALPHASTAR CAPITAL MANAGEMENT
CRD#: 157423 / SEC#: 801-72361
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,592 |
| AUM (Assets Under Management) | $ 1,841,154,148 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/12/2023 | ||
| 06/27/2023 | ||
| 01/24/2023 |
Red Flags
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