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Zachary William Lansburgh

Investment adviser representative at Alera Investment Advisors, LLC
13 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

13 years in the industry.

  1. Osaic Wealth, Inc.Aug 2024 to now
  2. Alera Investment Advisors, LLCDec 2023 to now
  3. Alera GroupAug 2022 to now
  4. Triad AdvisorsAug 2022 to Aug 2024
  5. UnemployedMay 2022 to Aug 2022
  6. StudentApr 2013 to May 2022

Exams passed

  • Series 66 · Uniform Combined State Law2023

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
7612741
Firm CRD
287906
Advisor's SEC record (opens in a new tab)
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