Mary Katherine O'Brian is listed as Managing Member at Alera Retirement Advisors, LLC in Rochester, NY. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Alera Retirement Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Mary Katherine O'Brian work?
Mary Katherine O'Brian is listed as Managing Member at Alera Retirement Advisors, LLC on SEC Form ADV.
How much of Alera Retirement Advisors, LLC does Mary Katherine O'Brian own?
Form ADV reports a beneficial ownership band of Under 5%.