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Akeem Cheo Davis

Alera Investment Advisors, LLC

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About Akeem Cheo Davis

Akeem Cheo Davis is a financial advisor currently registered with Alera Investment Advisors, LLC. Akeem has over 5 years of experience in the financial industry. Akeem holds the Series 66, Series 7TO and SIE licenses. Akeem provides investment advice to high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Akeem is also registered to provide investment advice in Alaska, Arizona, California, Colorado, Florida, Idaho, Michigan, Nevada, Oregon, and Washington. Akeem previously worked for Triad Advisors LLC, where they were registered as a broker-dealer and an investment advisor.

Firm Information

Akeem Davis is currently registered with Alera Investment Advisors, LLC. Alera Investment Advisors, LLC is an investment advisory firm headquartered in Deerfield, IL. They advise individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and other businesses. They offer a range of services including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. They manage approximately $2.73 billion in assets.
Alera Investment Advisors, LLC

THREE PARKWAY NORTH

DEERFIELD, IL 60015-2567

$2.73B

Assets Under Management

Not reported

Total Clients

45

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Akeem Davis’s Registration & Firm History

WA

05/03/2022 - Present

Alera Investment Advisors, LLC (Tacoma WA)

WA

06/03/2019 - 08/23/2024

TRIAD ADVISORS LLC (Tacoma WA)

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Licenses & Designations

BOTH

Issued 05/03/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/01/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/25/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Akeem Cheo Davis.
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