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Financial ADVSR advisor directory · SEC adviser records

Alera Investment Advisors, LLC financial advisors in Pennsylvania

Every SEC-registered investment adviser representative at a Alera Investment Advisors, LLC office in Pennsylvania, by city and A to Z.

The short answer

3 registered advisors work at Alera Investment Advisors, LLC in Pennsylvania, out of 64 nationwide; it's the firm's number 5 state by advisors, and the most are in Wayne (2). 0 list the CFP designation and 2 are also registered broker representatives.

Alera Investment Advisors, LLC advisors by city in Pennsylvania

Every firm in Pennsylvania →

Wayne 2West Chester 1

Alera Investment Advisors, LLC advisors in Pennsylvania, A to Z

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Alera Investment Advisors, LLC advisors in every state →Alera Investment Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Alera Investment Advisors, LLC in other states

Illinois 42Virginia 4Georgia 3Massachusetts 3

Questions

How many Alera Investment Advisors, LLC financial advisors are in Pennsylvania?

3 investment adviser representatives are registered at Alera Investment Advisors, LLC offices in Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 64 at the firm nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

Where in Pennsylvania does Alera Investment Advisors, LLC have the most advisors?

Wayne, with 2, then West Chester (1). Alera Investment Advisors, LLC has advisors in 2 cities in Pennsylvania.

How do I check a Alera Investment Advisors, LLC advisor in Pennsylvania?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Alera Investment Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.