Richard Scott Levitz
Investment adviser representative at Alera Investment Advisors, LLC
34 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$5.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
34 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Alera Investment Advisors, LLCNov 2017 to now
- Gcg Financial Inc.Jan 2015 to now
- Triad Advisors, Inc.Nov 2017 to Aug 2024
- Securian Financial Services, Inc.Jun 1992 to Nov 2017
- Minnesota Life Insurance CompanyApr 1992 to Nov 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (IL).
Alera Investment Advisors, LLC
$5.3BAssets managed
2,466Clients
61Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2253373
- Firm CRD
- 287906