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James Matthew Rafeld is a financial advisor professional located in Easton, MA. They specialize in financial advisory.
James Matthew Rafeld - Alera Investment Advisors, Llc holds an active professional license (FINRA CRD) for your protection.
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James Matthew Rafeld operates Alera Investment Advisors, LLC in Easton, Massachusetts. He holds a FINRA CRD license (number 5128598), which registers him with the Financial Industry Regulatory Authority. This credential indicates his involvement in securities and investment advisory activities. Individuals considering his services should verify current licensing status and scope of authority through FINRA's public records to understand what types of investment products and advisory services fall within his licensed practice.
James Matthew Rafeld's FINRA CRD license indicates registration with the Financial Industry Regulatory Authority, which oversees securities professionals and investment advisors. This license type signals that he operates within the regulated securities industry and is subject to FINRA compliance rules and oversight. The CRD (Central Registration Depository) system tracks his licensing history, disciplinary records, and qualifications. Clients should review his specific registrations and any regulatory history through FINRA's BrokerCheck tool to understand which investment products and advisory services he is authorized to provide.