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 is recorded as SEC-registered in 2018. The ownership is listed as a combination of a domestic entity and an individual, and the firm’s regulatory classification is shown as unclassified. The dataset flags the firm as not acting as a capital allocator and not positioning itself as an active ESG investor; it is also not identified as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The source material contains very limited descriptive detail about the firm’s advisory services, client segments, fee schedules, or specific business activities. FINTRX does not provide detail on investment approach, target client types, or service model for the entity.

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

3 of 4
  • AARON RODRIGUEZ

    CFOCRD 5421965

  • Stella Catoggio

    Chief Operating OfficerCRD 2987511

  • Fernando Pardo

    Chief Compliance OfficerCRD 6171442

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Contacts

3 of 9
  • Jessie Arriola

    Operations SpecialistCRD 6514714

  • Mauricio Ramirez

    Private Client Investment AssociateCRD 7349068

  • MARCELO DI CUGNO

    PresidentCRD 6403076

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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