Alera Securities LLC
Firm details
- Headquarters
- Deerfield, Illinois
- CRD number
- 335132
- Registered since
- July 18, 2025
Firm profile
FINTRXOverview
Alera Securities LLC is organized as a limited liability company and is recorded as an SEC-registered adviser as of 2025. Ownership is listed as a combination of a domestic entity and an individual. The firm's regulatory snapshot classifies it as "Unclassified" and flags several operational attributes: it is not designated as a capital allocator, is not identified as an active ESG investor, and is not marked as a multi-state adviser. The profile also shows it is not a newly formed adviser, not a pension consultant, and not a related adviser. Publicly available FINTRX detail for the firm is limited regarding fee schedules, client segments, and specific advisory activities; the snapshot focuses on organizational and regulatory attributes rather than investment strategy or client service lines.
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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