Unclaimed Profile

Adam R Leber

ALERA INVESTMENT ADVISORS, LLC·DEERFIELD, Illinois

SIE, Series 7, Series 9, Series 10, Series 14, Series 24, Series 66Clean record17 years registeredALERA INVESTMENT ADVISORS, LLC

THREE PARKWAY NORTH, DEERFIELD, IL 60015-2567CRD# 5603319Firm CRD# 287906

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam R Leber · DEERFIELD, IL

Registration

CRD #5603319 · ALERA INVESTMENT ADVISORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALERA INVESTMENT ADVISORS, LLC

ALERA INVESTMENT ADVISORS, LLC

Nov 2019 – Apr 2024

Chicago, IL

BMO HARRIS FINANCIAL ADVISORS, INC

Jan 2015 – Nov 2019

CHICAGO, IL

J.P. MORGAN SECURITIES LLC

Oct 2012 – Jan 2015

CHICAGO, IL

CHASE INVESTMENT SERVICES CORP.

Jul 2009 – Oct 2012

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 14

Series 24

Series 66

Registration record

First registered · July 23, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALERA INVESTMENT ADVISORS, LLC

CRD 287906 · SEC 801-111892

AUM

$2.7B

Regulatory assets under management

Employees

3,323 client accounts

Services offered by ALERA INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ALERA INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Adam R Leber offer?

Adam R Leber specializes in Financial Planning, Investment Management, Wealth Management.

What are Adam R Leber's credentials?

Adam R Leber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam R Leber located?

Adam R Leber is based in DEERFIELD, Illinois, last registered with ALERA INVESTMENT ADVISORS, LLC.

How does Adam R Leber charge for services?

Adam R Leber's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALERA INVESTMENT ADVISORS, LLC?

ALERA INVESTMENT ADVISORS, LLC has approximately 64 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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