Robert Yastrow
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.
- Alera Investment Advisors, LLCJan 2026 to now
- Osaic WealthJan 2025 to now
- Alera GroupDec 2024 to now
- Ryan SpecialtyMay 2024 to Oct 2024
- Northmoor Country ClubJun 2022 to Sep 2023
- University of Illinois Urbana ChampaignSep 2020 to May 2024
- Fsa Sports CampJun 2018 to Aug 2021
- RosebudMay 2017 to Sep 2017
- Deerfield HighschoolJan 2015 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8026471
- Firm CRD
- 287906