Best Investors Account Sign in
Current Employers
Alera Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-01-21
  • IL RA
    APPROVED
    Since 2026-01-21

Branch Locations

Three Parkway North Suite 500, Deerfield, IL 60015-2567 • 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
Fsa Sports Camp Highwood IL 06/2018 08/2021
Rosebud Deerfield IL 05/2017 09/2017
Northmoor Country Club Highland Park IL 06/2022 09/2023
Ryan Specialty Chicago IL 05/2024 10/2024
Deerfield Highschool Deerfield IL 01/2015 06/2020
University Of Illinois Urbana Champaign Champaign IL 09/2020 05/2024
Alera Group Deerfield IL 12/2024 Present
Osaic Wealth Scottsdale AZ 01/2025 Present
  • 06/2018 → 08/2021
    Fsa Sports Camp
    Highwood, IL
  • 05/2017 → 09/2017
    Rosebud
    Deerfield, IL
  • 06/2022 → 09/2023
    Northmoor Country Club
    Highland Park, IL
  • 05/2024 → 10/2024
    Ryan Specialty
    Chicago, IL
  • 01/2015 → 06/2020
    Deerfield Highschool
    Deerfield, IL
  • 09/2020 → 05/2024
    University Of Illinois Urbana Champaign
    Champaign, IL
  • 12/2024 → Present
    Alera Group
    Deerfield, IL
  • 01/2025 → Present
    Osaic Wealth
    Scottsdale, AZ
Other Businesses

1. ALERA GROUP POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/16/2024 ADDRESS: Three Parkway North, STE 500, Deerfield IL 60015, United States DESCRIPTION: I am a W-2 Employee of Alera Group. 2. ALERA INVESTMENT ADVISORS, LLC POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 180 START DATE: 12/16/2024 ADDRESS: Three Parkway North, STE 500, Deerfield IL 60015, United States DESCRIPTION: Assistant to the team of advisers, help with entering service requests and filling out documents.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-02
  • S66 Uniform Combined State Law Examination
    2026-01-02

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Deerfield, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor