Holly Knight

Employer firm

Alera Investment Advisors, LLC CRD 287906

$5.29B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2017 → 05/2019
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 06/2015 → 01/2018
  University Of New Hampshire
  Durham, NH
• 04/2016 → 04/2017
  Setaway Llc
  Bedford, NH
• 05/2019 → 11/2019
  Sapers & Wallack
  Newton, MA
• 05/2020 → 03/2022
  Lion Street Advisors
  Newton, MA
• 11/2019 → 03/2020
  The Vermont Agency
  Colchester, VT
• 03/2022 → 12/2024
  Nfp Retirement
  Aliso Viejo, CA
• 02/2025 → Present
  Alera Investment Advisors, Llc
  Hollis, NH

Previous Registrations

• 2022-08-16 → 2024-12-20
  Wealthspire Retirement Advisory
  Norwell, MA
  Aliso Viejo, CA
• 2020-06-16 → 2022-03-08
  Lion Street Advisors, Llc
  Austin, TX
  Newton, MA
• 2009-01-20 → 2009-08-25
  Edward Jones
  Essex Junction, VT
  St Louis, MO

Other Businesses

MicroSociety Academy Charter School (MACS); non-investment related; located 591 West Hollis St. Nashua, NH 03062; experiential K-8 charter school; vice-chair board of trustees; start date 1.2024; Approximately 6-8 hours per month; support the Board Chair in overseeing governance, strategic planning, and fundraising initiatives for MACS responsibilities include participating in board meetings, assisting with policy decisions, and contributing to the school's development efforts

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-04
• S66 Uniform Combined State Law Examination
  2008-10-29

Other Names

• Holly O'GOrman