Alight Financial Solutions, LLC

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
114
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
36509
Registered since
December 21, 1994

Firm profile

FINTRX

Overview

Alight Financial Solutions, LLC is organized as a limited liability company and has been SEC-registered since 1994. The firm's ownership is listed as a combination of a domestic entity and individual owners. The snapshot classifies the adviser as “unclassified” and indicates it is not positioned as a capital allocator, not a pension consultant, and not a related adviser to another registered investment firm. The firm does not identify as an active ESG investor, and the snapshot flags it as not a multi-state adviser and not newly formed. The source does not provide specifics about client segments served, fee schedules, or the adviser’s core advisory activities and strategies.

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

Owners & executives

2 of 2
  • Matthew Chotkowski

    Chief Compliance OfficerCRD 5233117

  • Adwowa Afenyi-annan

    Adwowa Afenyi-annan

    Principal And Chief Compliance OfficerCRD 4592855

Contacts

3 of 112
  • Kelly Kubera

    Kelly Kubera

    Investment Advisor RepresentativeCRD 5369079

  • Laura Ditrich

    Laura Ditrich

    Client Relationship ManagerCRD 4666999

  • Nicole Walker

    Nicole Walker

    Senior Client Service ManagerCRD 6255574

Unlock 109 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
320 S Canal St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth