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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 | 2024-02-16 |
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 |
|---|---|---|---|---|
| Paychex, Inc. | West Henrietta | NY | 09/2006 | 10/2023 |
| Paychex Securities Corporation | West Henrietta | NY | 12/2022 | 10/2023 |
| Alera Group | Deerfield | IL | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-23 |
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