Clera - Investment Advisers

About Clera

Clera, Inc is an investment adviser based in Bakersfield, California, and one of the investment advisers in California. The registry lists two employees. The firm offers an AI-driven financial advisory service that users access through a chat interface. Through that chat, users can ask investment and financial questions, place trades, and receive personalized stock recommendations and market updates tied to their holdings. The firm describes trade execution as available through select brokerages, with other brokerages supported for read-only portfolio tracking. Users connect their brokerage accounts so the service can view their holdings and goals. The firm states that it charges a flat fee rather than a percentage of assets, and it describes its advisor as SEC-registered. The firm is classified as an investment adviser in the directory of US investment advisers, where it is listed under its registered legal name. Note: only two link slots were provided, so the text includes two links rather than the three to five requested.

Key Facts

Employees

2

SEC File Number

801-134566