Sera Global Securities US LLC
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 283339
- Registered since
- February 7, 2017
Firm profile
FINTRXOverview
Sera Global Securities US LLC is organized as a limited liability company and is classified in the source data as an investment bank. The firm is listed as having registered with the SEC in 2017. Ownership is described as a mix of a domestic entity and an individual. The profile indicates the firm does not act as a capital allocator and is not identified as an active ESG investor, multi-state adviser, newly formed adviser, pension consultant, or related adviser. The available details point to a business oriented toward investment-banking or brokerage-style activities rather than traditional advisory asset management. The firm did not provide descriptions of its advisory activities, fee arrangements, client types, or affiliated activities in the supplied data.
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
Owners & executives
1 of 1
Sarah Westbrook
Chief Compliance OfficerCRD 4751500
Contacts
2 of 2
Kyle Weeks
Registered RepresentativeCRD 3266819
Angela Fiala
FinOpCRD 5163386
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Alpharetta, GA
Fulton
Location
Alpharetta, GA
Headquartered in Alpharetta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 6250 Shiloh Rd
- Time zone
- ET (UTC-5)
- Office locations
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