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MS

Monique D. Saugstad

ALPACA SECURITIES LLC
New York, NY 10017
Some features on this profile are disabled
CRD#: 4127241
MS

Professional summary


Monique D Saugstad, who also goes by Monique D Guvlekjian, is a registered financial professional currently at ALPACA SECURITIES LLC located in New York, New York.

Monique is registered as a RR (Registered Representative) and started their career in finance in 2001. Monique has worked at 8 firms and has passed the Series 63, Series 57TO, SIE, Series 87, Series 55, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Monique D Guvlekjian

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) - BD


Click below to view Monique D Saugstad'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

June 8, 2023 - Present

ALPACA SECURITIES LLC

Office #1: 12 E 49th St. Floor 11, New York, NY 10017
BD
CRD#: 288202
New York, NY
Past

April 14, 2021 - May 17, 2023

EMBED CLEARING LLC

BD
CRD#: 309519
VANCOUVER, WA
Past

May 30, 2018 - February 11, 2020

VELOX CLEARING LLC

BD
CRD#: 290215
Anaheim, CA
Past

January 6, 2017 - July 31, 2017

VELOX SECURITIES, INC.

BD
CRD#: 285402
ANAHEIM, CA
Past

April 23, 2015 - December 31, 2016

ELECTRONIC TRANSACTION CLEARING, INC.

BD
CRD#: 146122
LOS ANGELES, CA
Past

July 25, 2005 - April 17, 2015

FINANCE 500, INC.

BD
CRD#: 12981
IRVINE, CA
Past

July 8, 2004 - June 30, 2005

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, CA
Past

September 5, 2001 - July 2, 2002

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

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
California
(6/8/2023)
RR
Florida
(10/15/2025)
RR
New York
(3/21/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 3/6/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 5/16/2008
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 7/8/2024
Compliance Officer Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
Nasdaq BX, Inc.
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


AS
ALPACA SECURITIES LLC
ALPACA SECURITIES LLC

CRD#: 288202 / SEC#: , 8-69928

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


Main Address
12 E 49th St. Floor 11, New York, NY 10017
Mailing Address
12 E 49th St. Floor 11, New York, NY 10017
Phone number
(941) 231-4093
Established
Delaware since 03/15/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ALPACADB, INC.SOLE MEMBER
DIAZ, ZACHARY LUCIANOSR. DIRECTOR CUSTODY & SETTLEMENT, PRINCIPAL OPERATIONS OFFICER6027965
DUSSEAULT, DAVID STANLEYPRESIDENT AND COO2819891
GARZA, FELIPEAML COMPLIANCE OFFICER4613815
LEE, TONYGLOBAL HEAD OF BROKERAGE5618563
SAUGSTAD, MONIQUE DCHIEF COMPLIANCE OFFICER4127241
TAIFI, MEHDICHIEF RISK OFFICER5977322
WETTERWALD, TAMMY CAOCHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, FINOP6113272

Disclosures


Regulatory Event1

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


ALPACA SECURITIES LLC

CRD#: 288202New York, NY 10017

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