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Michael Charles Kopecky

Bny Mellon Securities Corporation

West Palm Beach, FL

Boca Raton, FL

CRD 6261364

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Employer firm

Bny Mellon Securities Corporation CRD 231

$8.45B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • BNYMSC SPONSORS A WRAP FEE PROGRAM, AND SERVES AS A PORTFOLIO MGR OR MODEL PROVIDER TO THIRD PARTY WRAP PROGRAM SPONSORS.

From the firm’s Form ADV. Read the guides:

Current Employers
Bny Mellon Securities Corporation

240 Greenwich Street 9Th Floor East, New York, NY 10286-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-11-26
NJ RA APPROVED 2017-08-25
  • FL RA
    APPROVED
    Since 2019-11-26
  • NJ RA
    APPROVED
    Since 2017-08-25

Branch Locations

777 S. Flagler Drive Suite 1810, West Palm Beach, FL 33401 • United States

Boca Raton, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mbsc Securities Corporation Uniondale NY 10/2013 03/2024
Bny Mellon Securities Corporation Uniondale NY 03/2024 Present
Other Businesses

Employee of Dreyfus Service Organization (DSO), insurance agency,an affiliated company, started May 2018.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-23
S63 Uniform Securities Agent State Law Examination 2014-04-09
  • S65 Uniform Investment Adviser Law Examination
    2017-08-23
  • S63 Uniform Securities Agent State Law Examination
    2014-04-09

View on SEC IAPD

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TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL

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