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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 |
|---|---|---|---|
| PA | RA | APPROVED | 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
136 North Church, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-16 |
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