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 a limited liability company that has been SEC-registered since 2017 and is classified as an investment bank. The firm is structured under domestic ownership (entity and individual) and is not positioned as a capital allocator or traditional registered investment adviser. According to regulatory classifications, it is not a multi-state adviser, is not identified as an active ESG investor, and does not serve in a pension consultant capacity.
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 2
Kyle Weeks
Registered RepresentativeCRD 3266819
Angela Fiala
FinOpCRD 5163386
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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