Daniel
O'Doherty
Alera Investment Advisors, LLC
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About this Advisor
Daniel O'Doherty is a certified financial planner operating in Portland, Oregon with a total of 1 year of industry experience. O'Doherty is currently employed by Alera Investment Advisors, LLC. Over the course of their career, they have held roles at Cetera Advisors LLC, Csnw Benefits (An Alera Group Company), Alera Investment Advisors and Triad Advisors, LLC. O'Doherty has a Series 63 license, qualifying them as a securities broker, and is able to serve investors in Oregon and Washington. Alera Investment Advisors, LLC is a registered investment firm headquartered in Deerfield, IL. The company has offices in 10 locations and a total of 62 employees. It has $1 billion in total assets across its 3,177 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 3,177 client accounts, 15% are held by high-net-worth investors who have at least $1 million in investable assets. Alera Investment Advisors, LLC has a broad assortment of services, such as 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 for financial advice largely are based on the type of services provided. Fee types charged by Alera Investment Advisors, LLC may include some combination of 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
Daniel O'Doherty Work History
Daniel has been registered as a financial advisor for 1 years.*
Alera Investment Advisors
Triad Advisors, LLC
Csnw Benefits (An Alera Group Company)
Cetera Advisors LLC
*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 Daniel O'Doherty 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
Tacoma, WA
Anchorage, AK
Deerfield, IL
Downingtown, PA
Deerfield, IL
Downers Grove, IL
Deerfield, IL
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
