Matthew Ryan Compton
Investment adviser representative at Alera Investment Advisors, LLC
18 yearsExperience
1 stateRegistered in
$5.3BFirm assets
8 yearsFirm in business
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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
18 years in the industry.
- Alera Investment Advisors, LLCMay 2024 to now
- Aurora Private WealthJan 2020 to now
- Apw Capital, Inc.Oct 2019 to now
- Principal Securities IncMar 2016 to Sep 2019
- Principal Life Insurance CompanyMar 2008 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2004
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 4793298
- Firm CRD
- 287906