Alera Securities LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Deerfield, Illinois
CRD number
335132
Registered since
July 18, 2025

Firm profile

FINTRX

Overview

Alera Securities LLC is organized as a limited liability company and is recorded as an SEC-registered adviser as of 2025. Ownership is listed as a combination of a domestic entity and an individual. The firm's regulatory snapshot classifies it as "Unclassified" and flags several operational attributes: it is not designated as a capital allocator, is not identified as an active ESG investor, and is not marked as a multi-state adviser. The profile also shows it is not a newly formed adviser, not a pension consultant, and not a related adviser. Publicly available FINTRX detail for the firm is limited regarding fee schedules, client segments, and specific advisory activities; the snapshot focuses on organizational and regulatory attributes rather than investment strategy or client service lines.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Dalila Toledo

    Dalila Toledo

    Registered RepresentativeCRD 6342494

  • Lisa Pogorzelski

    Lisa Pogorzelski

    Supervision ManagerCRD 6765733

  • Michael Moss

    Platform LeaderCRD 6109175

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth