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

David M. Cicco

ALPACA SECURITIES LLC
NEW YORK, NY 10017
Some features on this profile are disabled
CRD#: 6729795
DC

Professional summary


David Michael Cicco is a registered financial professional currently at ALPACA SECURITIES LLC located in New York, New York.

David is registered as a RR (Registered Representative) and started their career in finance in 2017. David has worked at 7 firms and has passed the Series 66, Series 63, Series 57TO, Series 7TO, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 David Michael Cicco'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

April 16, 2025 - Present

ALPACA SECURITIES LLC

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

September 17, 2024 - April 16, 2025

OSAIC INSTITUTIONS, INC.

RIA
CRD#: 35371
FORT MYERS, FL
Past

July 5, 2024 - April 16, 2025

OSAIC INSTITUTIONS, INC.

BD
CRD#: 35371
FORT MYERS, FL
Past

July 15, 2022 - October 10, 2023

FORVIS MAZARS WEALTH ADVISORS, LLC

RIA
CRD#: 110905
Jacksonville, FL
Past

August 26, 2021 - August 24, 2022

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

RIA
CRD#: 109279
Jacksonville, FL
Past

August 5, 2019 - April 26, 2021

PEOPLE'S SECURITIES, INC.

BD
CRD#: 13704
New York, NY
Past

October 30, 2017 - October 1, 2018

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST PETERSBURG, FL
Past

February 15, 2017 - April 28, 2017

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
TAMPA, FL

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
Florida
(4/16/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/9/2021
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 57TO
Date: 10/10/2025
Securities Trader Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/1/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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 David Cicco

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

Similar Advisors


Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
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