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Alexander M Allegro

Rooted Wealth Advisors

Peoria, IL

Bloomington, IL

Bourbonnais, IL

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Current Employers
Rooted Wealth Advisors

389 William Latham R Senior Drive, Bourbonnais, IL 60914 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-02-05
  • IL RA
    APPROVED
    Since 2025-02-05

Branch Locations

414 Hamilton Blvd Suite 201, Peoria, IL 61602 • United States

2404 E. Empire St., Suite 5, Bloomington, IL 61704 • United States

389 William Latham R Senior Drive, Bourbonnais, IL 60914 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
E*Trade Securities Llc Chicago IL 02/2022 05/2024
Wendy's Bourbonnais IL 11/2014 05/2021
Wendy's Manteno IL 06/2021 02/2022
Aldi Dwight IL 03/2020 07/2020
Delaware North Bourbonnais IL 07/2017 08/2017
Delaware North Bourbonnais IL 07/2018 08/2018
Delaware North Bourbonnais IL 07/2019 08/2019
Morgan Stanley Chicago IL 09/2023 05/2024
Rooted Wealth Advisors, Inc Bourbonnais IL 05/2024 02/2025
Rooted Wealth Advisors, Inc Bourbonnais IL 02/2025 06/2025
Rooted Wealth Advisors, Inc Bourbonnais IL 06/2025 Present
  • 02/2022 → 05/2024
    E*Trade Securities Llc
    Chicago, IL
  • 11/2014 → 05/2021
    Wendy's
    Bourbonnais, IL
  • 06/2021 → 02/2022
    Wendy's
    Manteno, IL
  • 03/2020 → 07/2020
    Aldi
    Dwight, IL
  • 07/2017 → 08/2017
    Delaware North
    Bourbonnais, IL
  • 07/2018 → 08/2018
    Delaware North
    Bourbonnais, IL
  • 07/2019 → 08/2019
    Delaware North
    Bourbonnais, IL
  • 09/2023 → 05/2024
    Morgan Stanley
    Chicago, IL
  • 05/2024 → 02/2025
    Rooted Wealth Advisors, Inc
    Bourbonnais, IL
  • 02/2025 → 06/2025
    Rooted Wealth Advisors, Inc
    Bourbonnais, IL
  • 06/2025 → Present
    Rooted Wealth Advisors, Inc
    Bourbonnais, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-31
S63 Uniform Securities Agent State Law Examination 2024-02-05
  • S65 Uniform Investment Adviser Law Examination
    2025-01-31
  • S63 Uniform Securities Agent State Law Examination
    2024-02-05
Other Names
  • Alex Allegro
  • Al Allegro
  • Alex M Allegro
  • Al M Allegro

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PEORIA, IL
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · PEORIA, IL
MORGAN STANLEY · PEORIA, IL
LPL FINANCIAL LLC · PEORIA, IL
REATHERFORD WEALTH MANAGEMENT LLC · PEORIA, IL
OSAIC WEALTH, INC. · PEORIA, IL
LPL FINANCIAL LLC · PEORIA, IL
GUARDIAN WEALTH MANAGEMENT INC. · PEORIA, IL

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