Alto Securities, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Nashville, Tennessee
CRD number
318536
Registered since
March 3, 2023

Firm profile

FINTRX

Overview

Alto Securities, LLC is organized as a limited liability company and is recorded as SEC-registered in 2023. FINTRX classifies the firm as a placement agent rather than a traditional asset manager or allocator. Ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as a multi-state adviser, an active ESG investor, a pension consultant, or a related adviser in the available data. Details on advisory activities, fee structures, client types, and other business lines were not provided in the source material.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Tomasz Siergiejuk

    Tomasz Siergiejuk

    Chief Financial OfficerCRD 5938337

  • Domenic Miele

    CEO and Chief Compliance OfficerCRD 6032198

Contacts

3 of 6
  • Monique Romero

    Monique Romero

    FinOpCRD 6712654

  • Stacey Beach

    Stacey Beach

    Director of ComplianceCRD 4414261

  • Evan Deussing

    Evan Deussing

    Senior Vice PresidentCRD 4707585

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Nashville, TN

Davidson

Location

Nashville, TN

Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
Davidson
Address
500 11th Ave N
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth