PD
Peter S. Delyanis
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CRD#: 2047769
PD
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Peter S Delyanis, who also goes by Peter Steven Delyanis, Pete Delyanis, was a registered financial professional .
Peter is a previously registered financial professional and started their career in finance in 2022. Peter had worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Peter Steven Delyanis | Pete Delyanis
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)Alera Group;investment related;Three Parkway North,Suite 500,Deerfield,IL 60015;employee benefits,wealth management,retirement plan services;retirement plan & fs account strategist;10/21/2021;100 hrs/month;4 hrs during trading;retirement plan & fs account strategist under dba names Wilson Albers,Alera Group Wealth Services and Alera Group Retirement Plan Services 2)Estate of George P Delyanis;investment related;5224 87th Ave Ct W,University Place,WA 98467;legal estate for the deceased;personal representative(executor);7/22/2022;30 hrs/month;15 hrs during trading;administration of my father's estate including distribution of assets to their heirs according to the terms of the will,opening/closing investment and bank accounts,making payments,receiving deposits,buying,selling and transferring assets including real estate and securities 3)Estate of Virginia Delyanis;investment related;5224 87th Ave Ct W,University Place,WA 98467;legal estate for the deceased;personal representative(executor);7/25/2022;30 hrs/month;15 hrs during trading;administration of my mother's estate including distribution of assets to their heirs according to the terms of the will,opening/closing investment and bank accounts,making payments,receiving deposits,buying,selling and transferring assets including real estate and securities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
October 9, 2023 - May 10, 2024
ALERA INVESTMENT ADVISORS, LLC
RIA
CRD#: 287906
Tacoma, WA
Past
July 20, 2022 - May 14, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
Tacoma, WA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
ALERA INVESTMENT ADVISORS, LLC
ALERA GROUP RETIREMENT PLAN SERVICES | WILSON ALBERS | WATERFORD GROUP | WALSH & NICHOLSON | TRINITY ADVISORS GROUP | THE ASCENT GROUP | SUMMIT GROUP OF VIRGINIA | SUMMIT GROUP 401K CONSULTING | STRATEGIC RETIREMENT PLAN CONSULTANTS | JA COUNTER | DOROSHOW INSURANCE | CSNW BENEFITS | BRIO BENEFITS | BCG 401K ADVISORS | ARISTA CONSULTING | AMCORP | ALERA INVESTMENT ADVISORS, LLC | ALERA GROUP WEALTH SERVICES
CRD#: 287906 / SEC#: 801-111892
RIA
Registered Investment Advisory firm - (10/26/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/20/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
AI
ALERA INVESTMENT ADVISORS, LLC
ALERA GROUP RETIREMENT PLAN SERVICES | WILSON ALBERS | WATERFORD GROUP | WALSH & NICHOLSON | TRINITY ADVISORS GROUP | THE ASCENT GROUP | SUMMIT GROUP OF VIRGINIA | SUMMIT GROUP 401K CONSULTING | STRATEGIC RETIREMENT PLAN CONSULTANTS | JA COUNTER | DOROSHOW INSURANCE | CSNW BENEFITS | BRIO BENEFITS | BCG 401K ADVISORS | ARISTA CONSULTING | AMCORP | ALERA INVESTMENT ADVISORS, LLC | ALERA GROUP WEALTH SERVICES
CRD#: 287906 / SEC#: 801-111892
RIA
Registered Investment Advisory firm - (10/26/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Three Parkway North Suite 500, Deerfield, IL 60015-2567
Mailing Address
Phone number
(847) 457-3000
Established
Firm type
Fiscal year end
# of Employees
88
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,097 |
| AUM (Assets Under Management) | $ 3,572,112,624 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
