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
Ian Bai (CRD# 6490306) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has 1 year of experience in the finance industry.
Laurie Beth Baird (CRD# 7425271) is an Investment Advisor Representative working at Cerity Partners LLC in Louisville, KY and has 1 year of experience in the finance industry.
Leslie Ballantine (CRD# 7206183) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 6 years of experience in the finance industry.
Jonathan Berrios (CRD# 7625501) 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 Blumenthal (CRD# 4988316) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 18 years of experience in the finance industry.
Maxwell Brainard (CRD# 7768436) is an Investment Advisor Representative working at Cerity Partners LLC in Cincinnati, OH and has 1 year of experience in the finance industry.
Jennette Brilliant (CRD# 4667433) is an Investment Advisor Representative working at Cerity Partners LLC in Greenwich, CT and has over 14 years of experience in the finance industry.
Stephanie Broughton (CRD# 5705550) is an Investment Advisor Representative working at Cerity Partners LLC in Louisville, KY and has 1 year of experience in the finance industry.
Jared Brown (CRD# 7836329) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has 1 year of experience in the finance industry.
Kevin Buckley (CRD# 4892812) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 18 years of experience in the finance industry.