Dalila Toledo is a registered investment advisor, based in St. Petersburg, FL, with 11 years of industry experience.
Location
St. Petersburg, FL
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Dalila works full-time as a compliance manager and Director of Compliance for Financial Services at Alera Investment Advisors and Alera Group. She spends nearly all of her time during trading hours on these activities.
Employment History
Current Registrations
Alera Securities LLCBroker
July 2025 - Present · 9 mos
Alera Securities LLC
July 2025 - Present · 9 mos
Alera Investment Advisors, LLC
January 2024 - Present · 2 yrs 3 mos
Previous Registrations
Osaic Wealth, INC.Broker
August 2024 - April 2025 · 8 mos
Triad Advisors LLCBroker
December 2023 - August 2024 · 8 mos
Citigroup Global Markets INC.
August 2022 - November 2023 · 1 yr 3 mos
Citigroup Global Markets INC.Broker
August 2022 - November 2023 · 1 yr 3 mos
Citi Private Alternatives, LLCBroker
August 2022 - November 2023 · 1 yr 3 mos
Woodbury Financial Services, INC.Broker
February 2021 - July 2022 · 1 yr 5 mos
Fsc Securities CorporationBroker
February 2021 - July 2022 · 1 yr 5 mos
Royal Alliance Associates, INC.Broker
February 2021 - July 2022 · 1 yr 5 mos
Sagepoint Financial, INC.Broker
February 2021 - July 2022 · 1 yr 5 mos
Securities America, INC.Broker
February 2021 - July 2022 · 1 yr 5 mos
Triad Advisors, LLC
July 2018 - July 2022 · 4 yrs
Triad Advisors LLCBroker
August 2017 - July 2022 · 4 yrs 11 mos
Suntrust Investment Services, INC.Broker
April 2017 - August 2017 · 4 mos
Lbmz Securities, INC.Broker
July 2014 - April 2017 · 2 yrs 9 mos
State Registrations2 states
FLIL
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.