Alera Securities LLC
Firm details
- Headquarters
- Deerfield, Illinois
- CRD number
- 335132
- Registered since
- July 18, 2025
Firm profile
FINTRXOverview
Alera Securities LLC is organized as a limited liability company and is listed as an SEC-registered adviser with a registration year of 2025. The firm is flagged in the snapshot as an unclassified adviser with ownership characterized as a domestic entity and individual. The available record includes several negative flags: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not flagged as a related adviser. Core business and advisory activity fields in the snapshot are blank, so public disclosure about client segments, service offerings, and investment approach is minimal.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5Michael Moss
Platform LeaderCRD 6109175
Lia Goff
PrincipalCRD 2508087
Lyndsay Kim
Director of ComplianceCRD 2902606
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Deerfield, IL
Lake
Location
Deerfield, IL
Headquartered in Deerfield, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Lake
- Address
- 3 Parkway
- Time zone
- CT (UTC-6)
- Office locations
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