Robyn J. Repetti

ALERA INVESTMENT ADVISORS

Henderson, NV

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CRD#: 3015223

Professional summary

Robyn Jo Repetti, who also goes by Robyn Jo Doroshow, Robyn Jo Phillips, Robyn J Repetti, is a registered financial advisor currently at ALERA INVESTMENT ADVISORS, LLC located in Henderson, Nevada.

Robyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Robyn has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robyn Jo Doroshow | Robyn Jo Phillips | Robyn J Repetti

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) 11/2021- Doroshow Insurance, Inc- Insurance Agency- President -selling health, life, disability, dental, vision- inv. related- Henderson, NV - 160hrs/mth- start date 05/1997

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robyn Jo Repetti's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 8, 2025 - Present

ALERA INVESTMENT ADVISORS, LLC

RIA

CRD#: 287906

Henderson, NV

Past

January 24, 2025 - August 8, 2025

OSAIC WEALTH, INC.

CRD#: 23131

Henderson, NV

Past

January 5, 2022 - December 25, 2024

GLOBAL RETIREMENT PARTNERS LLC

RIA

CRD#: 172011

Henderson, NV

Past

November 29, 2021 - December 24, 2024

LPL FINANCIAL LLC

CRD#: 6413

HENDERSON, NV

Past

June 10, 2013 - December 2, 2021

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

HENDERSON, NV

Past

August 3, 2007 - December 2, 2021

PRINCIPAL SECURITIES, INC.

CRD#: 1137

HENDERSON, NV

Past

January 26, 2000 - January 31, 2002

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

October 30, 1998 - January 7, 2000

THE ADVISORS GROUP, INC.

CRD#: 14035

BETHESDA, MD

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".

ALERA INVESTMENT ADVISORS, LLC

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Nevada
(1/8/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/5/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/30/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/1/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ALERA INVESTMENT ADVISORS, LLC

CRD#: 287906 / SEC#: 801-111892

RIA

Registered Investment Advisory firm - (10/26/2017 Approved)

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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

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (5/1/2025)

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Robyn J. Repetti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robyn Jo Repetti's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

GLOBAL RETIREMENT PARTNERS LLC

LPL FINANCIAL LLC

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

THE ADVISORS GROUP, INC.

Primary Firm SEC Registration

ALERA INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/5/2013

Series 63

Date: 10/30/1998

SIE

Date: 10/1/2018

Series 6

Date: 8/1/2007

Current Firm

ALERA INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALERA INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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