Sera Global Securities US LLC
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 283339
- Registered since
- February 7, 2017
Firm profile
FINTRXOverview
Sera Global Securities US LLC is structured as a limited liability company and is recorded with the SEC as of 2017. FINTRX classifies the firm as an investment bank rather than a traditional wealth manager or capital allocator. The registry identifies ownership as a combination of a domestic entity and an individual. Publicly available fields for business activities, advisory programs, client focus, and fee models are blank in the source data. The firm is not flagged as an active ESG investor, is not identified as a multi-state adviser, and is not listed as a pension consultant or related adviser.
Assets & Accounts
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
Owners & executives
1 of 1
Sarah Westbrook
Chief Compliance OfficerCRD 4751500
Contacts
2 of 2Angela Fiala
FinOpCRD 5163386

Kyle Weeks
Registered RepresentativeCRD 3266819
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Alpharetta, GA
Fulton
Location
Alpharetta, GA
Headquartered in Alpharetta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 6250 Shiloh Rd
- Time zone
- ET (UTC-5)
- Office locations
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