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John L McPhail

MacRo Risk Advisors LLC

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About John L McPhail

John McPhail is a financial professional with over 17 years of experience in the financial services industry. John is currently registered with MacRo Risk Advisors LLC and has prior experience with firms such as ICAP Corporates LLC, Princeton Securities Group, LLC, and The Benchmark Company, LLC. John is a Series 7, 55, 57, and 79 licensed professional and holds a Series 63 license. John is currently registered in New Jersey and New York.

Firm Information

John McPhail is currently registered with MacRo Risk Advisors LLC. MacRo Risk Advisors LLC is a Limited Liability Company formed on May 9, 2008, with a presence in Arizona, California, Colorado, Connecticut, Illinois, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Texas, and Wisconsin. The firm has one approved SEC registration and 17 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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John McPhail’s Registration & Firm History

NY

12/02/2019 - Present

MacRo Risk Advisors LLC (RYE NY)

NY

01/23/2018 - 10/17/2019

THE BENCHMARK COMPANY, LLC (NEW YORK NY)

NY

05/27/2015 - 01/10/2018

ICAP CORPORATES LLC (NEW YORK NY)

NY

06/11/2012 - 03/10/2014

PRINCETON SECURITIES GROUP, LLC (NEW YORK NY)

NY

02/23/2011 - 05/25/2011

KOYOTE TRADING LLC (NEW YORK NY)

NY

09/17/2010 - 02/25/2011

MOMENTUM TRADING PARTNERS, LLC (GREAT NECK NY)

NY

02/04/2010 - 07/23/2010

ELEVATION, LLC (NEW YORK NY)

NY

08/07/2003 - 01/20/2010

THE BENCHMARK COMPANY, LLC (NEW YORK NY)

NA

10/16/2002 - 09/02/2003

LOUIS CAPITAL MARKETS, LLC (PARIS )

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Licenses & Designations

BC

Issued 11/26/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2009

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/15/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John L McPhail.
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