Alera Securities LLC
Firm details
- Headquarters
- Deerfield, Illinois
- CRD number
- 335132
- Registered since
- July 18, 2025
- Website
- aleragroup.com
Firm profile
FINTRXOverview
Alera Securities LLC is organized as a limited liability company with domestic entity and individual ownership. The firm's FINTRX profile is sparse: it is listed as "unclassified" and provides no descriptive entries for business activities, advisory services, fee schedules, or client segments. The data points that are present show the firm is not positioned as a capital allocator, is not an active ESG investor, is not a pension consultant, and is not identified as a related adviser or a newly formed 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
Contacts
3 of 5
Dalila Toledo
Registered RepresentativeCRD 6342494
Lisa Pogorzelski
Supervision ManagerCRD 6765733
Michael Moss
Platform LeaderCRD 6109175
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Deerfield, IL
Lake
Location
Deerfield, IL
Headquartered in Deerfield, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Lake
- Address
- 3 Parkway
- Time zone
- CT (UTC-6)
- Office locations
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