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Jill Macho Podehl

ALPACA SECURITIES
NEW YORK, NY
·CRD# 7191663·7 years experience

Professional Summary

Jill Macho Podehl, who also goes by Jill Alexandra Macho, Jill Macho, is a registered financial advisor currently at ALPACA SECURITIES LLC located in New York, New York. Jill is registered as a RR (Registered Representative) and started their career in finance in 2020. Jill has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jill Alexandra Macho, Jill Macho

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

7 years in the financial services industry

Current & Past Employments

ALPACA SECURITIES LLC·CRD# 288202
BD
12 E 49th St. Floor 11, New York, NY 10017
June 8, 2023 - Present
ALTRUIST FINANCIAL LLC·CRD# 299274
BD
Dallas, TX
August 3, 2022 - February 17, 2023
MORGAN STANLEY·CRD# 149777
RIA
Palm Beach Gardens, FL
October 9, 2020 - June 29, 2022
MORGAN STANLEY·CRD# 149777
BD
Palm Beach Gardens, FL
October 8, 2020 - June 29, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Palm Beach Gardens, FL
March 4, 2020 - July 6, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Palm Beach Gardens, FL
January 2, 2020 - July 6, 2020

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Current Firm

AS
ALPACA SECURITIES LLC

ALPACA CLEARING | ALPACA SECURITIES LLC

CRD#: 288202 / SEC#: 8-69928
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

12 E 49th St. Floor 11, New York, NY 10017

Mailing Address

169 Madison Ave Ste 46989, New York, NY 10016

Phone Number

(941) 231-4093

Established

Delaware since 03/15/2017

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ALPACADB, INC.SOLE MEMBER—
DIAZ, ZACHARY LUCIANOCHIEF OPERATIONS OFFICER, PRINCIPAL OPERATIONS OFFICER6027965
DUSSEAULT, DAVID STANLEYPRESIDENT2819891
GARZA, FELIPEAML COMPLIANCE OFFICER4613815
LEE, TONYGLOBAL HEAD OF BROKERAGE5618563
SAUGSTAD, MONIQUE DCHIEF COMPLIANCE OFFICER4127241
WETTERWALD, TAMMY CAOCHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, FINOP6113272
ZIA, NABEELCHIEF RISK OFFICER6787622

Disclosures

Regulatory Event

2

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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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(6/8/2023)
RR
New York
(3/21/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2020About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Jan 2020About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Nov 2019About the SIE exam

Series 24 — General Securities Principal Examination

Passed Feb 2024About the Series 24 exam
FINRA
SRO Registrations
Investors' Exchange LLC
SRO Registrations
Nasdaq Stock Market
SRO Registrations
Nasdaq Texas, LLC
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Jill Macho Podehl's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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JP
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