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).
-
Total Assets Under Management80,573MILLION
-
Total Number of Accounts16,424ACCOUNTS
-
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
Justin Topping (CRD# 6243501) is an Investment Advisor Representative working at Cerity Partners LLC in Norfolk, VA and has over 10 years of experience in the finance industry.
Brian Tu (CRD# 4400558) is an Investment Advisor Representative working at Cerity Partners LLC in Costa Mesa, CA and has over 22 years of experience in the finance industry.
Brandon Tutak (CRD# 6650024) is an Investment Advisor Representative working at Cerity Partners LLC in Bloomfield Hills, MI and has over 7 years of experience in the finance industry.
Myles Vanderweele (CRD# 6311912) 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.
Tania Vasquez (CRD# 5549888) is an Investment Advisor Representative working at Cerity Partners LLC in Costa Mesa, CA and has over 15 years of experience in the finance industry.
Andrew Verdeyen (CRD# 6406430) is an Investment Advisor Representative working at Cerity Partners LLC in Indianapolis, IN and has over 9 years of experience in the finance industry.
Peter Viehl (CRD# 6152878) is an Investment Advisor Representative working at Cerity Partners LLC in Pasadena, CA and has 1 year of experience in the finance industry.
Justyn Volesko (CRD# 4693262) 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.
Mark Wakeley (CRD# 1527631) is an Investment Advisor Representative working at Cerity Partners LLC in Fort Worth, TX and has over 37 years of experience in the finance industry.
Michael Waldridge (CRD# 2570611) is an Investment Advisor Representative working at Cerity Partners LLC in Louisville, KY and has over 29 years of experience in the finance industry.