Kaleb Neil Cervantes
Investment adviser representative at Alera Investment Advisors, LLC
11 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
11 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Alera Investment Advisors, LLCJun 2024 to now
- Triad AdvisorsJan 2021 to Aug 2024
- StudentJan 2020 to Oct 2020
- Mcirath & EckDec 2016 to Dec 2019
- StudentSep 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7334495
- Firm CRD
- 287906