AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
OA

Omar Ali

ALPACA SECURITIES LLC
NEW YORK, NY 10017
Some features on this profile are disabled
CRD#: 5273273
OA

Professional summary


Omar Ali, who also goes by Omar M Ali, Omar Ali, is a registered financial professional currently at ALPACA SECURITIES LLC located in New York, New York.

Omar is registered as a RR (Registered Representative) and started their career in finance in 2014. Omar has worked at 9 firms and has passed the Series 99TO, Series 7TO, SIE and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Omar M Ali | Omar Ali

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 Omar Ali'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

March 13, 2025 - Present

ALPACA SECURITIES LLC

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

April 15, 2024 - June 30, 2024

WEDBUSH SECURITIES INC.

BD
CRD#: 877
PASADENA, CA
Past

January 10, 2022 - March 22, 2024

ROBINHOOD SECURITIES, LLC

BD
CRD#: 287900
LAKE MARY, FL
Past

November 23, 2021 - March 22, 2024

ROBINHOOD FINANCIAL, LLC

BD
CRD#: 165998
LAKE MARY, FL
Past

August 2, 2018 - October 8, 2020

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL
Past

March 15, 2017 - July 30, 2018

INSTINET, LLC

BD
CRD#: 7897
NEW YORK, NY
Past

March 13, 2015 - March 3, 2017

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

November 3, 2014 - February 24, 2015

E*TRADE CLEARING LLC

BD
CRD#: 25025
JERSEY CITY, NJ
Past

November 1, 2014 - February 24, 2015

E*TRADE SECURITIES LLC

BD
CRD#: 29106
JERSEY CITY, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/12/2020
General Securities Representative 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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

TRUST BUT VERIFY

Monitor Omar Ali

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics