Dalila Doris Toledo
Investment adviser representative at Alera Investment Advisors, LLC
12 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
12 years in the industry.
- Alera SecuritiesApr 2025 to now
- Osaic Wealth, Inc.Aug 2024 to now
- Alera Investment Advisors, LLCDec 2023 to now
- Alera GroupDec 2023 to now
- Triad AdvisorsDec 2023 to Aug 2024
- CitigroupJul 2022 to Nov 2023
- Triad Advisors, Inc.Jul 2017 to Jul 2022
- Suntrust Investment ServicesApr 2017 to Jul 2017
- Zacks & CompanyMay 2014 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6342494
- Firm CRD
- 287906