Alera Retirement Advisors, LLC

Alera Retirement Advisors, LLC (CRD# 155738) is a financial advisory firm headquartered in Rochester, NY. They manage $38,959,318 in 89 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
1657 East Avenue, Suite 200, Rochester, NY 14610
https://retirementplanservices.aleragroup.com
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $437,745
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CO, IL, KS, MA, MD, MO, NY, OH, OR, VA, WI

Financial Advisors at Alera Retirement Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Brian Costello, financial advisor Rochester NY
Brian P. Costello
CRD#: 1858915
1657 East Avenue, Suite 200, Rochester, NY 14610

Brian Costello (CRD# 1858915) is an Investment Advisor Representative working at Alera Retirement Advisors, LLC in Rochester, NY and has over 33 years of experience in the finance industry.

2
Michael Merriman, financial advisor Rochester NY
Michael J. Merriman
CRD#: 5880608
1657 East Avenue, Suite 200, Rochester, NY 14610

Michael Merriman (CRD# 5880608) is an Investment Advisor Representative working at Alera Retirement Advisors, LLC in Rochester, NY and has 1 year of experience in the finance industry.

3
Norbert Naths, financial advisor Highlands Ranch CO
Norbert W. Naths
CRD#: 2653644
Highlands Ranch, CO

Norbert Naths (CRD# 2653644) is an Investment Advisor Representative working at Alera Retirement Advisors, LLC in Highlands Ranch, CO and has over 28 years of experience in the finance industry.

4
Mary O'brian, financial advisor Rochester NY
Mary K. O'brian
CRD#: 5880609
1657 East Avenue, Suite 200, Rochester, NY 14610

Mary O'brian (CRD# 5880609) is an Investment Advisor Representative working at Alera Retirement Advisors, LLC in Rochester, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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