Allaria Securities, LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
—
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
286504
Registered since
January 26, 2018

Firm profile

FINTRX

Overview

Allaria Securities, LLC is organized as a limited liability company and has been SEC-registered since 2018. Public records list the owner type as a combination of a domestic entity and an individual. The firm is classified as "unclassified" in the dataset and several regulatory/activity flags are negative: it is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not registered as a pension consultant or a related adviser. Filings and the provided snapshot do not include details on fee schedules, specific advisory activities, or a breakdown of client types, so there is limited visibility into the firm's client-facing services or how it positions its advisory business relative to peers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Aaron Rodriguez

    Aaron Rodriguez

    CFOCRD 5421965

  • Kevin Rowe

    Kevin Rowe

    Chief Compliance OfficerCRD 4641264

  • Stella Catoggio

    Stella Catoggio

    Chief Operating OfficerCRD 2987511

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Contacts

3 of 9
  • Humberto Lopez

    Humberto Lopez

    TraderCRD 4365800

  • Marcelo Di Cugno

    Marcelo Di Cugno

    PresidentCRD 6403076

  • Christopher Jordan

    Compliance OfficerCRD 2843281

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
1110 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth