ALERA RETIREMENT ADVISORS, LLC of ROCHESTER, NY is an SEC-registered investment adviser (CRD 155738). Regulatory assets under management: $45.7M.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 3033321329 |
| PORTLAND | OR | 1 | 503-226-2171 |
| — | — | 1 | 3033321329 |
| PORTLAND | OR | 1 | 503-226-2171 |