Cerity Partners LLC
Cerity Partners LLC (CRD# 151559) is a financial advisory firm headquartered in New York, NY. They manage $80,573,112,032 in 16,424 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management80,573MILLION
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Total Number of Accounts16,424ACCOUNTS
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Average Account Value$4,905,815
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Brendan Sweeney (CRD# 5557160) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 14 years of experience in the finance industry.
Michael Syer (CRD# 7038869) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has 1 year of experience in the finance industry.
Emily Taken-Vertz (CRD# 6686431) is an Investment Advisor Representative working at Cerity Partners LLC in San Francisco, CA and has over 6 years of experience in the finance industry.
Melissa Taro (CRD# 5902140) is an Investment Advisor Representative working at Cerity Partners LLC in Ashburn, VA and has 1 year of experience in the finance industry.
Jonathan Taylor (CRD# 5736831) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has 1 year of experience in the finance industry.
Eric Thompson (CRD# 6534273) is an Investment Advisor Representative working at Cerity Partners LLC in Edina, MN and has over 8 years of experience in the finance industry.
Dragan Timotic (CRD# 2498598) is an Investment Advisor Representative working at Cerity Partners LLC in Chicago, IL and has over 16 years of experience in the finance industry.
Robert Tittle (CRD# 6534620) is an Investment Advisor Representative working at Cerity Partners LLC in Bowling Green, KY and has over 8 years of experience in the finance industry.
Patrick Tobin (CRD# 5461401) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 15 years of experience in the finance industry.
Scott Toomasson (CRD# 3219070) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 24 years of experience in the finance industry.