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CRD#: 335132
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
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Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
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Average HNWI Account Size:No Information
Where the Statistical Data for ALERA SECURITIES LLC Comes From
Understanding the Statistics for ALERA SECURITIES LLC and How They Compare to Other Firms Through Our Analysis
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HNWI
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Breakdown of Assets Under Management
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MISC
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
Three Parkway North, Suite 500, Deerfield, IL 60015
Mailing Address
Three Parkway North, Suite 500, Deerfield, IL 60015
Firm Size
Small
Phone Number
(847) 457-3000
Established
Delaware since 09/07/2023
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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Advisor's working at ALERA SECURITIES LLC
DT
Dalila Doris Toledo
IAR
RR
CRD#: 6342494
Location:
St. Petersburg, FL
Company:
ALERA INVESTMENT ADVISORS, LLC
Disclosures:
Experience:
11 years
JB
Jennifer Ann Bures
IAR
RR
CRD#: 4967523
Location:
Chicago, IL 60611
Company:
ALERA INVESTMENT ADVISORS, LLC
Disclosures:
Experience:
20 years
LK
Lyndsay Rachel Kim
IAR
RR
CRD#: 2902606
Location:
Buford, GA
Company:
ALERA INVESTMENT ADVISORS, LLC
Disclosures:
Experience:
25 years
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