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 SEC-registered (registration year 2018). The firm’s ownership is recorded as a domestic entity and individual. Available filings classify the adviser as "unclassified." Publicly reported firm attributes indicate it is not a capital allocator, not an active ESG investor, not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not a related adviser. The firm has not supplied detail on core business or advisory activities, client segments, or fee schedules in the source material. Likewise, no information was provided about affiliations or specific service lines beyond the registration and status attributes noted above.

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

  • Kevin Rowe

    Kevin Rowe

    Chief Compliance OfficerCRD 4641264

  • Stella Catoggio

    Stella Catoggio

    Chief Operating OfficerCRD 2987511

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Contacts

3 of 9
  • Humberto Lopez

    Humberto Lopez

    TraderCRD 4365800

  • Marcelo Di Cugno

    Marcelo Di Cugno

    PresidentCRD 6403076

  • Christopher Jordan

    Compliance OfficerCRD 2843281

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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