Samuel Gersh Sadkhin
Investment adviser representative at Alera Investment Advisors, LLC
10 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
10 years in the industry.
- Alera Investment Advisors, LLCFeb 2026 to now
- Alera Group, Inc.Jan 2025 to now
- Osaic WealthJan 2025 to now
- Hard Hat Hub, LLC d/b/a BuiltworldsJan 2024 to Jan 2025
- Prescouter, Inc.May 2021 to Jan 2024
- UnemployedFeb 2021 to May 2021
- Fuel Sales AcademyOct 2020 to Feb 2021
- UnemployedJun 2020 to Oct 2020
- AmazonMay 2019 to Aug 2019
- College of Lake CountyMay 2019 to Aug 2019
- Advanced Resources, LLCMay 2018 to Aug 2018
- Elaine Frank Apachi Day CampJun 2017 to Aug 2017
- University of Illinois Urbana-champaignAug 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8031390
- Firm CRD
- 287906