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Carmela Lee Elco

Alera Investment Advisors, LLC

West Chester, PA

Wayne, PA

Deerfield, IL

Trinity Investment Advisors, LLC

West Chester, PA

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Current Employers
Alera Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-05-28
  • PA RA
    APPROVED
    Since 2025-05-28

Branch Locations

136 N Church Street, West Chester, PA 19380 • United States

Wayne, PA • United States

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

Trinity Investment Advisors, Llc

136 North Church, West Chester, PA 19380 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-03-25
  • PA RA
    APPROVED
    Since 2021-03-25

Branch Locations

136 North Church, West Chester, PA 19380 • 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
Blue Prairie Group, Llc Chicago IL 04/2014 03/2019
Cerity Partners Retirement Plan Advisors Llc Chicago IL 04/2019 02/2021
Trinity Investment Advisors West Chester PA 02/2021 Present
Alera Investment Advisors, Llc Wayne PA 05/2025 Present
  • 04/2014 → 03/2019
    Blue Prairie Group, Llc
    Chicago, IL
  • 04/2019 → 02/2021
    Cerity Partners Retirement Plan Advisors Llc
    Chicago, IL
  • 02/2021 → Present
    Trinity Investment Advisors
    West Chester, PA
  • 05/2025 → Present
    Alera Investment Advisors, Llc
    Wayne, PA
Previous Registrations
  • 2019-04-10 → 2021-02-04
    Cerity Partners Retirement Plan Consultants
    Chicago, IL
    New York, NY
  • 2014-05-08 → 2019-04-08
    Blue Prairie Group,Llc
    Chicago, IL
  • 2011-06-24 → 2014-02-06
    Financial Telesis Inc
    San Rafael, CA
    Newton, PA
    Yardley, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-06-23
S63 Uniform Securities Agent State Law Examination 2000-06-16
  • S65 Uniform Investment Adviser Law Examination
    2011-06-23
  • S63 Uniform Securities Agent State Law Examination
    2000-06-16

View on SEC IAPD

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Other Offices

WEALTHCARE ADVISORY PARTNERS LLC · WEST CHESTER, PA
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WEALTHCARE ADVISORY PARTNERS LLC · Westchester, PA
WEALTHCARE CAPITAL MANAGEMENT LLC · WEST CHESTER, PA
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