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
Jason Simpson (CRD# 6456468) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 9 years of experience in the finance industry.
Robert Smith (CRD# 1574587) is an Investment Advisor Representative working at Cerity Partners LLC in Cleveland, OH and has 1 year of experience in the finance industry.
Javier Solis (CRD# 5575650) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 11 years of experience in the finance industry.
Michelle Soto (CRD# 4682014) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 20 years of experience in the finance industry.
Stephen Soviero (CRD# 6581713) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 5 years of experience in the finance industry.
William Spence (CRD# 5979056) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 10 years of experience in the finance industry.
John Stanovich (CRD# 5965889) is an Investment Advisor Representative working at Cerity Partners LLC in Cincinnati, OH and has over 12 years of experience in the finance industry.
Robert Sullivan (CRD# 855582) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 41 years of experience in the finance industry.
Howard Sussman (CRD# 3101096) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 25 years of experience in the finance industry.
Bonnie Suveerachaimontian (CRD# 6771564) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 7 years of experience in the finance industry.