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Colin Ragsdale

Alera Investment Advisors, LLC

Virginia Beach, VA

Deerfield, IL

The Ascent Group, LLC

Virginia Beach, VA

CRD 7506920

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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:

Current Employers
Alera Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-07-18
  • VA RA
    APPROVED
    Since 2023-07-18

Branch Locations

192 Ballard Court Ste 400, Virginia Beach, VA 23462 • United States

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

The Ascent Group, Llc

192 Ballard Court Suite 400, Virginia Beach, VA 23462 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-03-16
  • VA RA
    APPROVED
    Since 2022-03-16

Branch Locations

192 Ballard Court Suite 400, Virginia Beach, VA 23462 • 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
The Ascent Group, Llc Virginia Beach VA 07/2021 Present
Harbor Group International Norfolk VA 11/2020 07/2021
Kpmg, Llp Virginia VA 08/2018 10/2020
Greenbrier Christian Academy Chesapeake VA 06/2018 08/2018
Virginia Beach City Public Schools Virginia Beach VA 06/2017 08/2017
Liberty University Lynchburg VA 08/2016 05/2017
Liberty University Lynchburg VA 08/2017 05/2018
Alera Investment Advisors Deerfield IL 07/2023 Present
  • 07/2021 → Present
    The Ascent Group, Llc
    Virginia Beach, VA
  • 11/2020 → 07/2021
    Harbor Group International
    Norfolk, VA
  • 08/2018 → 10/2020
    Kpmg, Llp
    Virginia, VA
  • 06/2018 → 08/2018
    Greenbrier Christian Academy
    Chesapeake, VA
  • 06/2017 → 08/2017
    Virginia Beach City Public Schools
    Virginia Beach, VA
  • 08/2016 → 05/2017
    Liberty University
    Lynchburg, VA
  • 08/2017 → 05/2018
    Liberty University
    Lynchburg, VA
  • 07/2023 → Present
    Alera Investment Advisors
    Deerfield, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-19
  • S65 Uniform Investment Adviser Law Examination
    2022-01-19
Other Names
  • Colin Michael Ragsdale

View on SEC IAPD

Nearby Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BEACON HARBOR WEALTH ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

BRYAN BARTLETT REX
JOSEPH SCOTT KOMARNICKI
ADAM THOMAS REX

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Virginia Beach, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Virginia Beach, VA
BEACON HARBOR WEALTH ADVISORS · VIRGINIA BEACH, VA

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