Dalila Doris Toledo

Current Employers

Employment History

• 05/2014 → 03/2017
  Zacks & Company
  Chicago, IL
• 04/2017 → 07/2017
  Suntrust Investment Services
  Atlanta, GA
• 07/2017 → 07/2022
  Triad Advisors, Inc.
  Norcross, GA
• 07/2022 → 11/2023
  Citigroup
  Tampa, CA
• 12/2023 → 08/2024
  Triad Advisors
  Norcross, GA
• 12/2023 → Present
  Alera Group
  Deerfield, IL
• 08/2024 → Present
  Osaic Wealth, Inc.
  Chicago, IL
• 12/2023 → Present
  Alera Investment Advisors
  Deerfield, IL
• 04/2025 → Present
  Alera Securities
  Deerfield, IL

Previous Registrations

• 2022-08-26 → 2023-11-29
  Citigroup Global Markets Inc.
  Tampa, FL
• 2018-07-05 → 2022-07-19
  Triad Advisors Llc
  Atlanta, GA

Other Businesses

1. Alera Investment Advisors;investment related;Three Parkway North,Suite 500,Deerfield,IL 60015;registered investment advisor;compliance manager;12/4/2023;160 hrs/month;130 hrs during trading;IAR of Alera Investment Advisors 2. ALERA GROUP POSITION: Director of Compliance for Financial Services NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/20/2024 ADDRESS: 3 Parkway North, Deerfield IL 60015, United States DESCRIPTION: Director of Compliance for Financial Services

Exams

• S66 Uniform Combined State Law Examination
  2018-07-02
• S63 Uniform Securities Agent State Law Examination
  2014-07-30

Other Names

• Dalila Doris Toledo
• Dalila Toledo Bajalcaliev
• Dalila Bajalcaliev