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Richard Scott Levitz

ALERA INVESTMENT ADVISORS, LLC·DEERFIELD, Illinois
Unclaimed Profile
THREE PARKWAY NORTH, DEERFIELD, IL 60015-2567CRD# 2253373Firm CRD# 287906
01

About

Richard Scott Levitz is a registered financial advisor based in DEERFIELD, Illinois, affiliated with ALERA INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ALERA INVESTMENT ADVISORS, LLC
ALERA INVESTMENT ADVISORS, LLC
AUM
$2.7B
Regulatory assets under management
Employees
64
Total firm employees
View all advisors at ALERA INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2253373
Firm CRD# 287906
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Scott Levitz offer?
Richard Scott Levitz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DEERFIELD, Illinois for a consultation.
What are Richard Scott Levitz's credentials?
Richard Scott Levitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Scott Levitz located?
Richard Scott Levitz is based in DEERFIELD, Illinois, working with ALERA INVESTMENT ADVISORS, LLC. Their office serves clients in the DEERFIELD metropolitan area and surrounding communities.
How does Richard Scott Levitz charge for services?
Richard Scott Levitz'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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Other advisors in DEERFIELD
Joel Leonard Hochman — HOCHMAN COLE INVESTMENT ADVISORS, INC.Philip Jeffrey Cole — HOCHMAN COLE INVESTMENT ADVISORS, INC.Allen Curtis Berg — WAVELAND FAMILY OFFICE, LLCClemens Peter Ciupke — ROBERTS, GLORE & CO.Karen Joy Scott — COE CAPITAL MANAGEMENT, LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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