Boardman, OH Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Adviser Alliance, LLC
Team
Firm-wide stats for Adviser Alliance, LLC
About
Adviser Alliance, LLC provides discretionary investment management to individuals and certain entities through independent contractor investment adviser representatives. The firm reports about $5.9 million in discretionary assets across roughly 28 client relationships and operates with two advisors while supporting multiple client accounts through third‑party platforms.
The firm gathers client financial information and risk tolerances and implements managed portfolios that may include equities, debt securities, mutual funds, ETFs, and variable annuity sub‑accounts; it typically delegates billing and platform services to a third‑party provider (Envestnet) and requires clients to direct brokerage to a designated custodian. AALLC may act as a solicitor for other managers in some cases and commonly uses block trading and discretionary authority to execute investment decisions.
Noteworthy features relative to peers include operating five or more offices despite modest AUM and a small client base, and an explicitly non‑HNW client profile (the firm indicates it does not serve high‑net‑worth individuals). The firm also discloses that many IARs are independently licensed to sell non‑securities insurance products (creating potential commission conflicts that are disclosed), that it does not vote client proxies, and that it relies on third‑party managers and custodial arrangements for portfolio implementation and fee billing.
Based on Adviser Alliance, LLC
Location
Boardman OH
Advisors at this office
2
Advisors at this office
Jerald K
Boardman, OH
Adviser Alliance, LLC
Jerald Kennedy is a financial advisor with Adviser Alliance, LLC and holds 19 years of industry experience. He has worked at Adviser Alliance since 2018 and previously held roles at Summit Wealth Partners, LLC and COPPELL ADVISORY SOLUTIONS, LLC dba Fusion Capital Management. In addition to his advisory work, he is the managing member and insurance agent of J Kennedy Financial, LLC, where he has been involved in sales of fixed insurance and annuities since 2005. Adviser Alliance, LLC provides discretionary investment management to individuals and certain entities through independent contractor advisers. The firm serves a non-high-net-worth client base and utilizes managed portfolios that may include equities, debt securities, mutual funds, ETFs, and variable annuity sub-accounts, often delegating billing and platform services to third-party providers.
David C
Series 63, Series 65
Boardman, OH
Adviser Alliance, LLC
David Cervone is a financial advisor with Adviser Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Adviser Alliance since 2017 and previously worked at Summit Wealth Partners LLC. Adviser Alliance, LLC provides discretionary investment management to individuals and certain entities through independent contractor advisors, managing about $5.9 million in discretionary assets across roughly 28 client relationships. The firm serves a non-high-net-worth client base, utilizing third-party platforms and managers to implement diversified portfolios including equities, debt securities, mutual funds, ETFs, and variable annuity sub-accounts.
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