Daniel Kevin O'doherty

CFP

Alera Investment Advisors, LLC

29 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance PlanningHigh Net Worth

Alera Investment Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

67 advisors

Number of Clients

2,272 clients

Average Client Portfolio

$1.6M average

Assets Under Management

$3.6B

Fee Structure

Minimum Investment:$5K

Location

1437 SW Columbia St., Portland, OR, 97201

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History

Regulatory History (1)

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Criminal

February 1985

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business Activities

Daniel owns investment real estate held in three LLCs: CSNW Properties LLC, CTODTO Properties LLC, and Terri Lee Apartments LLC.

Employment History

Current Registrations

Alera Investment Advisors, LLC

February 2022 - Present · 4 yrs

Previous Registrations

Cetera Advisors LLC

February 2012 - February 2022 · 10 yrs

Cetera Advisors LLCBroker

February 2012 - February 2022 · 10 yrs

Pacific West Financial Consultants INC

August 2004 - February 2012 · 7 yrs 6 mos

Pacific West Securities, INC.Broker

November 2001 - February 2012 · 10 yrs 3 mos

MML Investors Services, INC.Broker

April 1996 - December 2001 · 5 yrs 8 mos

State Registrations2 states

ORWA

Advisor

Exams

No exam information available for this advisor.