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 as an investment bank. The firm is SEC-registered (initial registration recorded in 2017) and listed in source data as owned by a domestic entity/individual. The snapshot indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor or a multi-state investment adviser. Public materials supplied for this profile include minimal detail about the firm’s business lines, client base, fee arrangements or advisory activities. The firm’s stated classification and the lack of reported advisory attributes suggest its primary role is transactional or banking-related rather than acting as a traditional asset manager.
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 1SARAH WESTBROOK
Chief Compliance OfficerCRD 4751500
Contacts
2 of 2Angela Fiala
FinOpCRD 5163386
Kyle Weeks
Registered RepresentativeCRD 3266819
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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