Adam
Leber
Alera Investment Advisors, LLC
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About this Advisor
Adam Leber is a financial advisor working out of Deerfield, Illinois with 4 years of relevant experience. Leber is on the advisory team at Alera Investment Advisors, LLC. Leber has gained experience at Jpmorgan Chase Bank Na, J.P. Morgan Securities LLC, Niu Association Of Phi Kappa Psi, Bmo Harris Financial Advisors, Bmo Wealth Management, Triad Advisors, Inc and Alera Investment Advisors, LLC. Leber has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Illinois. Alera Investment Advisors, LLC is a financial advisory company based in Deerfield, IL. The firm has offices in 10 locations and a total of 62 employees. It handles $1 billion in assets under management across its 3,177 customer accounts, making it one of the larger firms in the nation by assets under management. Of its 3,177 customer accounts, 15% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on which services are provided. Fees charged by Alera Investment Advisors, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alera Investment Advisors, LLC Brokerage Details
$1,155,663,428
62
3,177
$363,759
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Adam Leber Work History
Adam has been registered as a financial advisor for 4 years.*
Triad Advisors, Inc
Alera Investment Advisors, LLC
Niu Association Of Phi Kappa Psi
Bmo Wealth Management
Bmo Harris Financial Advisors
J.P. Morgan Securities LLC
Jpmorgan Chase Bank Na
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Leber to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alera Investment Advisors, LLC
Anchorage, AK
Deerfield, IL
Tacoma, WA
Deerfield, IL
Englewood, CO
Deerfield, IL
Downingtown, PA
Deerfield, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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