This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ALERA INVESTMENT ADVISORS, LLC

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 21, 1990earliest registration or exam on IAPD

Years in industry

35derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Dec 21, 1990

First registration

Apr 10, 2021

Dual registered

no

IAPD individual key

1858915

• Occurred

  Jul 1, 2025
  Advisor changed firm

  Brian Patrick Costello left Alera Retirement Advisors, Llc for Alera Investment Advisors, Llc (registered 2022-02-15)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9c95ee09-2cb8-ea9b-9ba5-1343a861d0ed

First observed

Apr 10, 2021

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.