# ALERA RETIREMENT ADVISORS, LLC

ALERA RETIREMENT ADVISORS, LLC of ROCHESTER, NY is an SEC-registered investment adviser.

## Registration

- CRD: 155738
- Type: SEC-registered investment adviser
- SEC file number: 801-72033
- Location: 800 PARKER HILL ROAD, SUITE 100, ROCHESTER, NY, 14625
- Phone: (585) 434-0646
- Latest filing: 2025-03-31
- Regulatory AUM: $45.7M
- Discretionary AUM: $45.7M
- Clients: 5
- Accounts: 81

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Lyndsay Rachel Kim | CHIEF COMPLIANCE OFFICER | — |
| Jennifer Ann Bures | CHIEF OPERATING OFFICER | — |
| Christian Mango | PRESIDENT OF RETIREMENT PLAN SERVICES | — |
| Brian Patrick Costello | MANAGING MEMBER | — |
| Michael John Merriman | MANAGING MEMBER | — |
| Mary Katherine O'Brian | MANAGING MEMBER | — |
| COSTELLO JAMES PATRICK | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| KOLBER ALYSSA MELANIE | MANAGER / CHIEF COMPLIANCE OFFICER | — |
| MERRIMAN MICHAEL JOHN | MANAGING MEMBER | — |
| O'BRIAN MARY KATHERINE | MANAGING MEMBER | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 3033321329 |
| PORTLAND | OR | 1 | 503-226-2171 |
| — | — | 1 | 3033321329 |
| PORTLAND | OR | 1 | 503-226-2171 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155738/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155738/similar
- Related entities: https://search.stillhousedata.com/firm/155738/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155738

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.