ALERA RETIREMENT ADVISORS, LLC

CRD #155738 SEC #801-72033 ROCHESTER, NY (585) 434-0646

SEC Registered

Total AUM

$45.7M

Discretionary

$45.7M

Employees

Clients

Accounts

Firm Details

Organization Type: Limited Liability Company
State of Formation: New York
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 31, 2025
Branch Offices: 2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BURES, JENNIFER, ANN	I	CHIEF OPERATING OFFICER	NA	Control
COSTELLO, BRIAN, PATRICK	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	NA	Control
COSTELLO, BRIAN, PATRICK	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	NA	Control
COSTELLO, BRIAN, PATRICK	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	NA	Control
COSTELLO, BRIAN, PATRICK	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	NA	Control
COSTELLO, BRIAN, PATRICK	I	MANAGING MEMBER	NA	Control
KIM, LYNDSAY, RACHEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
KOLBER, ALYSSA, MELANIE	I	MANAGER / CHIEF COMPLIANCE OFFICER	NA
KOLBER, ALYSSA, MELANIE	I	MANAGER / CHIEF COMPLIANCE OFFICER	NA
KOLBER, ALYSSA, MELANIE	I	MANAGER / CHIEF COMPLIANCE OFFICER	NA
MANGO, CHRISTIAN	I	PRESIDENT OF RETIREMENT PLAN SERVICES	NA	Control
MERRIMAN, MICHAEL, JOHN	I	MANAGING MEMBER	NA	Control
MERRIMAN, MICHAEL, JOHN	I	MANAGING MEMBER	NA	Control
MERRIMAN, MICHAEL, JOHN	I	MANAGING MEMBER	NA	Control
MERRIMAN, MICHAEL, JOHN	I	MANAGING MEMBER	NA	Control
MERRIMAN, MICHAEL, JOHN	I	MANAGING MEMBER	NA	Control
O'BRIAN, MARY, KATHERINE	I	MANAGING MEMBER	NA	Control
O'BRIAN, MARY, KATHERINE	I	MANAGING MEMBER	NA	Control
O'BRIAN, MARY, KATHERINE	I	MANAGING MEMBER	NA	Control
O'BRIAN, MARY, KATHERINE	I	MANAGING MEMBER	NA	Control
O'BRIAN, MARY, KATHERINE	I	MANAGING MEMBER	NA	Control
ALERA GROUP, INC.	DE	MANAGING MEMBER/PARENT COMPANY	E	Control
ALERA GROUP, INC.	DE	MANAGING MEMBER/PARENT COMPANY	E	Control
ALERA GROUP, INC.	DE	MANAGING MEMBER/PARENT COMPANY	E	Control
ALERA GROUP, INC.	DE	MANAGING MEMBER/PARENT COMPANY	E	Control
ALERA GROUP, INC.	DE	MANAGING MEMBER/PARENT COMPANY	E	Control
INTERIM HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
INTERIM HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
INTERIM HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
COSTELLO, BRIAN, PATRICK	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
COSTELLO, BRIAN, PATRICK	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
COSTELLO, BRIAN, PATRICK	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
COSTELLO, BRIAN, PATRICK	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
COSTELLO, BRIAN, PATRICK	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
COSTELLO, BRIAN, PATRICK	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
COSTELLO, BRIAN, PATRICK	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
COSTELLO, BRIAN, PATRICK	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
COSTELLO, BRIAN, PATRICK	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
COSTELLO, BRIAN, PATRICK	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
COSTELLO, BRIAN, PATRICK	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
COSTELLO, BRIAN, PATRICK	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
COSTELLO, BRIAN, PATRICK	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
COSTELLO, BRIAN, PATRICK	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
COSTELLO, BRIAN, PATRICK	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
COSTELLO, BRIAN, PATRICK	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
COSTELLO, BRIAN, PATRICK	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
COSTELLO, BRIAN, PATRICK	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
COSTELLO, BRIAN, PATRICK	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
COSTELLO, BRIAN, PATRICK	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
COSTELLO, BRIAN, PATRICK	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
COSTELLO, BRIAN, PATRICK	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
COSTELLO, BRIAN, PATRICK	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	Control
MERRIMAN, MICHAEL, JOHN	I	MANAGING MEMBER	C	Control
MERRIMAN, MICHAEL, JOHN	I	MANAGING MEMBER	C	Control
MERRIMAN, MICHAEL, JOHN	I	MANAGING MEMBER	C	Control
MERRIMAN, MICHAEL, JOHN	I	MANAGING MEMBER	C	Control
MERRIMAN, MICHAEL, JOHN	I	MANAGING MEMBER	C	Control
MERRIMAN, MICHAEL, JOHN	I	MANAGING MEMBER	C	Control
MERRIMAN, MICHAEL, JOHN	I	MANAGING MEMBER	C	Control
MERRIMAN, MICHAEL, JOHN	I	MANAGING MEMBER	C	Control
MERRIMAN, MICHAEL, JOHN	I	MANAGING MEMBER	C	Control
MERRIMAN, MICHAEL, JOHN	I	MANAGING MEMBER	C	Control
MERRIMAN, MICHAEL, JOHN	I	MANAGING MEMBER	C	Control
MERRIMAN, MICHAEL, JOHN	I	MANAGING MEMBER	C	Control
MERRIMAN, MICHAEL, JOHN	I	MANAGING MEMBER	C	Control
MERRIMAN, MICHAEL, JOHN	I	MANAGING MEMBER	C	Control
MERRIMAN, MICHAEL, JOHN	I	MANAGING MEMBER	C	Control
MERRIMAN, MICHAEL, JOHN	I	MANAGING MEMBER	C	Control
MERRIMAN, MICHAEL, JOHN	I	MANAGING MEMBER	C	Control
MERRIMAN, MICHAEL, JOHN	I	MANAGING MEMBER	C	Control
MERRIMAN, MICHAEL, JOHN	I	MANAGING MEMBER	C	Control
MERRIMAN, MICHAEL, JOHN	I	MANAGING MEMBER	C	Control
MERRIMAN, MICHAEL, JOHN	I	MANAGING MEMBER	C	Control
MERRIMAN, MICHAEL, JOHN	I	MANAGING MEMBER	C	Control
MERRIMAN, MICHAEL, JOHN	I	MANAGING MEMBER	C	Control
O'BRIAN, MARY, KATHERINE	I	MANAGING MEMBER	B	Control
O'BRIAN, MARY, KATHERINE	I	MANAGING MEMBER	B	Control
O'BRIAN, MARY, KATHERINE	I	MANAGING MEMBER	B	Control
O'BRIAN, MARY, KATHERINE	I	MANAGING MEMBER	B	Control
O'BRIAN, MARY, KATHERINE	I	MANAGING MEMBER	B	Control
O'BRIAN, MARY, KATHERINE	I	MANAGING MEMBER	B	Control
O'BRIAN, MARY, KATHERINE	I	MANAGING MEMBER	B	Control
O'BRIAN, MARY, KATHERINE	I	MANAGING MEMBER	B	Control
O'BRIAN, MARY, KATHERINE	I	MANAGING MEMBER	B	Control
O'BRIAN, MARY, KATHERINE	I	MANAGING MEMBER	B	Control
O'BRIAN, MARY, KATHERINE	I	MANAGING MEMBER	B	Control
O'BRIAN, MARY, KATHERINE	I	MANAGING MEMBER	B	Control
O'BRIAN, MARY, KATHERINE	I	MANAGING MEMBER	B	Control
O'BRIAN, MARY, KATHERINE	I	MANAGING MEMBER	B	Control
O'BRIAN, MARY, KATHERINE	I	MANAGING MEMBER	B	Control
O'BRIAN, MARY, KATHERINE	I	MANAGING MEMBER	B	Control
O'BRIAN, MARY, KATHERINE	I	MANAGING MEMBER	B	Control
O'BRIAN, MARY, KATHERINE	I	MANAGING MEMBER	B	Control
O'BRIAN, MARY, KATHERINE	I	MANAGING MEMBER	B	Control
O'BRIAN, MARY, KATHERINE	I	MANAGING MEMBER	B	Control
O'BRIAN, MARY, KATHERINE	I	MANAGING MEMBER	B	Control
O'BRIAN, MARY, KATHERINE	I	MANAGING MEMBER	B	Control
O'BRIAN, MARY, KATHERINE	I	MANAGING MEMBER	B	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
GENSTAR CAPITAL PARTNERS X, L.P.	DE	ALERA GROUP, INC.	C	Control
GENSTAR CAPITAL PARTNERS X, L.P.	DE	ALERA GROUP, INC.	C	Control
GENSTAR CAPITAL PARTNERS X, L.P.	DE	ALERA GROUP, INC.	C	Control
GENSTAR CAPITAL PARTNERS X, L.P.	DE	ALERA GROUP, INC.	C	Control
GENSTAR X ALERA GROUP HOLDINGS, LLC	DE	GENSTAR CAPITAL PARTNERS X, L.P.	C	Control
GENSTAR X ALERA GROUP HOLDINGS, LLC	DE	GENSTAR CAPITAL PARTNERS X, L.P.	C	Control
GENSTAR X ALERA GROUP HOLDINGS, LLC	DE	GENSTAR CAPITAL PARTNERS X, L.P.	C	Control
GENSTAR X ALERA GROUP HOLDINGS, LLC	DE	GENSTAR CAPITAL PARTNERS X, L.P.	C	Control

Registrations

Federal

Mar 31, 2025 REGISTERED

Notice Filings (14)

AZ CO FL IL KS MA MD MO NY OH OR PA VA WI

Address

800 PARKER HILL ROAD
SUITE 100
ROCHESTER, NY 14625
United States

Phone: (585) 434-0646