RM
Robert Metcalf
from Alera Investment Advisors, LLC
Robert Metcalf is a financial advisor based in Illinois, Deerfield,
with 34 years of experience. Robert currently works for
Alera Investment Advisors, LLC.
Robert maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Robert Metcalf works at Alera Investment Advisors, LLC
Alera Investment Advisors, LLC is a financial advisory firm based in Deerfield, Illinois. It currently has approximately $1,133,234,303 of assets under management and employs about 62 people. Alera Investment Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
18 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
Three Parkway North, Suite 500, Deerfield, Illinois, 60015
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