Alera Securities LLC
Firm details
- Headquarters
- Deerfield, Illinois
- CRD number
- 335132
- Registered since
- July 18, 2025
Firm profile
FINTRXOverview
Alera Securities LLC is listed as a limited liability company that became SEC-registered in 2025. Ownership is recorded as a mix of domestic entities and individuals, and the firm is categorized as unclassified in the available dataset. The profile indicates the firm is not functioning as a capital allocator and is not identified as an active ESG investor. The data also flags it as not a multi-state adviser, not newly formed in regulatory terms, and not 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
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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