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AdvisorCensus / Financial advisors / New York / New York, NY / Alpaca Securities LLC

Financial advisors in New York, NY using Alpaca Securities LLC

3 SEC-registered investment advisory firms headquartered in the New York, NY metro area name Alpaca Securities LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in New York, NY ยท How this list is built

FirmCityRegistrationAssets band
Mary & PIPNew YorkSEC-registered investment adviserUnder $25 million
Omen Advisory, LLCNew YorkSEC-registered investment adviserUnder $25 million
QuantbaseNew YorkSEC-registered investment adviser$25 million to $100 million

Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Alpaca Securities LLC nationwide

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AdvisorCensus. Financial advisors in New York, NY using Alpaca Securities LLC. https://advisorcensus.com/advisors/ny/new-york/custodians/alpaca-securities
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