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Akeem C. Davis
ALERA INVESTMENT ADVISORS
Tacoma, WA 98402-4322
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CRD#: 5328905
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Professional summary
Akeem Cheo Davis is a registered financial advisor currently at ALERA INVESTMENT ADVISORS, LLC located in Tacoma, Washington and OSAIC WEALTH, INC. located in Tacoma, Washington.
Akeem is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Akeem has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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; not investment related;4733 Tacoma Mall Blvd,#200,Tacoma,WA 98409;investment due diligence; investment strategist;3/19/2018;160 hrs./month;5 hrs. during trading; investment due diligence and investment research under DBA names Wilson Albers, Alera Group Wealth Services and Alera Group Retirement Plan Services 2)Alera Investment Advisors; investment related; Three Parkway North, Suite 500,Deerfield,IL 60015;registered investment advisor; retirement plan & wealth management investment strategist;4/4/2022;160 hrs./month;160 hrs. during trading; investment strategist and due diligence 2)FIXED INSURANCE POSITION: Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 80 START DATE: 01/19/2023 ADDRESS: 1201 Pacific Avenue, Tacoma WA 98402, United States DESCRIPTION: DBA for securities business. Alera Group
CRS (Client Relationship Summary) - RIA
Click below to view Akeem Cheo Davis's 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®
NoneExperience
Current
May 3, 2022 - Present
ALERA INVESTMENT ADVISORS, LLC
Office #1: 1201 Pacific Ave. Suite 1500, Tacoma, WA 98402-4322RIA
CRD#: 287906
Tacoma, WA
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 1201 Pacific Ave Suite 2025, Tacoma, WA 98402RIA
BD
CRD#: 23131
Tacoma, WA
Past
June 3, 2019 - August 23, 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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(8/23/2024)
RR
Arizona(8/23/2024)
RR
California(8/23/2024)
RR
Colorado(8/23/2024)
RR
Florida(8/23/2024)
RR
Idaho(8/23/2024)
RR
Michigan(8/23/2024)
RR
Nevada(8/23/2024)
RR
Ohio(9/16/2025)
RR
Oregon(8/23/2024)
IAR
Washington(5/3/2022)
RR
Washington(8/23/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/1/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
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
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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
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Company Information
ALERA INVESTMENT ADVISORS, LLC
CRD#: 287906Tacoma, WA 98402-4322TRUST BUT VERIFY
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