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
Aaron Waxman (CRD# 4752617) is an Investment Advisor Representative working at Cerity Partners LLC in San Francisco, CA and has over 13 years of experience in the finance industry.
Craig Wells (CRD# 4254750) is an Investment Advisor Representative working at Cerity Partners LLC in Costa Mesa, CA and has over 23 years of experience in the finance industry.
Katherine Willis (CRD# 2050906) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 33 years of experience in the finance industry.
Timothy Wissing (CRD# 4456663) is an Investment Advisor Representative working at Cerity Partners LLC in Louisville, KY and has over 22 years of experience in the finance industry.
Jon Yankee (CRD# 4253154) is an Investment Advisor Representative working at Cerity Partners LLC in Reston, VA and has over 23 years of experience in the finance industry.
Peter Yoon (CRD# 6326901) is an Investment Advisor Representative working at Cerity Partners LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Jeffrey Zych (CRD# 5760431) is an Investment Advisor Representative working at Cerity Partners LLC in Denver, CO and has over 13 years of experience in the finance industry.
David Aaron (CRD# 5191284) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has 1 year of experience in the finance industry.
Lloyd Abramowitz (CRD# 2443919) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 30 years of experience in the finance industry.
Gary Arakawa (CRD# 4143253) is an Investment Advisor Representative working at Cerity Partners LLC in Los Angeles, CA and has over 23 years of experience in the finance industry.