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Alera Investment Advisors, LLC CRD 287906
$5.29B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-02-11 |
Branch Locations
Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
800 Parker Hill Drive Suite 100, Rochester, NY 14625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waterford Group | Rochester | NY | 01/2011 | Present |
| The Waterford Group, Llc / Alera Retirement Advisors | Rochester | NY | 01/2011 | 07/2025 |
| Alera Investment Advisors | Rochester | NY | 02/2022 | Present |
WNY PGA Reach Position: Officer/Director Nature: Charitable - Not for Profit organization dedicated to positively impacting the lives of youth military. and diverse populations by enabling access to PGA Golf Professionals and the game of Golf in General. Investment Related: No Number of Hours: 2 Securities Trading Hours: 0 Start Date: 1/1/2024 Address: Western New York, Glen Oak Golf Club - 711 Smith Rd, East Amherst, NY 14051 Description: Board Member
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