Best Investors Account Sign in
Inactive

Brian Patrick Costello

Alera Investment Advisors, LLC

Deerfield, IL

Rochester, NY

CRD 1858915

Claim This Profile
Employer firm

Alera Investment Advisors, LLC CRD 287906

$5.29B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Alera Investment Advisors, Llc

Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-02-15
  • NY RA
    APPROVED
    Since 2022-02-15

Branch Locations

Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States

800 Parker Hill Drive Suite 100, Rochester, NY 14625 • 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
The Waterford Group, Llc Rochester NY 01/2011 Present
The Waterford Group, Llc / Alera Retirement Advisors Rochester NY 01/2011 07/2025
Alera Investment Advisors Rochester NY 02/2025 Present
  • 01/2011 → Present
    The Waterford Group, Llc
    Rochester, NY
  • 01/2011 → 07/2025
    The Waterford Group, Llc / Alera Retirement Advisors
    Rochester, NY
  • 02/2025 → Present
    Alera Investment Advisors
    Rochester, NY
Previous Registrations
  • 2021-04-10 → 2025-07-01
    Alera Retirement Advisors, Llc
    Rochester, NY
    Rochester, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-05-13
S63 Uniform Securities Agent State Law Examination 1990-12-21
  • S65 Uniform Investment Adviser Law Examination
    1998-05-13
  • S63 Uniform Securities Agent State Law Examination
    1990-12-21

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
CAPITAL RESOURCE MANAGEMENT,INC.
ROBERTS, GLORE & CO.

Nearby Investors

DAVID SCOTT PEARLSTEIN
STEVEN SCOTT HOWARD
Farrahlyn S Vo

Nearby Offices

MORGAN STANLEY · Deerfield, IL
CAPITAL RESOURCE MANAGEMENT,INC. · DEERFIELD, IL
ROBERTS, GLORE & CO. · DEERFIELD, IL

More in Deerfield, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor