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
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
Salvatore Russo (CRD# 7390861) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has 1 year of experience in the finance industry.
Devon Ruttenberg (CRD# 2944676) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 21 years of experience in the finance industry.
Robert Schwagerl (CRD# 2948710) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 21 years of experience in the finance industry.
Abby Scott (CRD# 7682275) is an Investment Advisor Representative working at Cerity Partners LLC in Louisville, KY and has 1 year of experience in the finance industry.
Matthew Serkes (CRD# 7370570) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has 1 year of experience in the finance industry.
Andrew Shestek (CRD# 7797489) is an Investment Advisor Representative working at Cerity Partners LLC in Chicago, IL and has 1 year of experience in the finance industry.
Adam Simoncelli (CRD# 6589809) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has 1 year of experience in the finance industry.
Levi Smith (CRD# 7046508) is an Investment Advisor Representative working at Cerity Partners LLC in Fort Worth, TX and has over 5 years of experience in the finance industry.
Esther Soleimani (CRD# 7445718) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 2 years of experience in the finance industry.
Shelby Stahr (CRD# 6379778) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has 1 year of experience in the finance industry.