Allaria Securities, LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
286504
Registered since
January 26, 2018

Firm profile

FINTRX

Overview

Allaria Securities, LLC is organized as a limited liability company and is listed in FINTRX as having registered with the SEC in 2018. The firm is classified as "unclassified" in the dataset and is recorded as being owned by a domestic entity and an individual. FINTRX indicates the firm does not operate as a capital allocator and does not self-identify as an active ESG investor. The profile also shows the adviser is not flagged as multi-state, newly formed, a pension consultant, or a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Aaron Rodriguez

    Aaron Rodriguez

    CFOCRD 5421965

  • Stella Catoggio

    Stella Catoggio

    Chief Operating OfficerCRD 2987511

  • Fernando Pardo

    Chief Compliance OfficerCRD 6171442

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Contacts

3 of 9
  • Jessie Arriola

    Jessie Arriola

    Operations SpecialistCRD 6514714

  • Mauricio Ramirez

    Mauricio Ramirez

    Compliance SpecialistCRD 7349068

  • Marcelo Di Cugno

    Marcelo Di Cugno

    PresidentCRD 6403076

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
1110 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth