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
Jeffrey Knight (CRD# 7218095) 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.
Katherine Krause (CRD# 6959169) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has 1 year of experience in the finance industry.
Amy Lange (CRD# 3259546) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 24 years of experience in the finance industry.
Coleman Logsdon (CRD# 7900445) is an Investment Advisor Representative working at Cerity Partners LLC in Elizabethtown, KY and has 1 year of experience in the finance industry.
Phong Luu (CRD# 6777474) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has 1 year of experience in the finance industry.
Wickliffe Lyne (CRD# 7283632) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 3 years of experience in the finance industry.
Julia Malin (CRD# 7746065) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has 1 year of experience in the finance industry.
Ariella Masters (CRD# 7740855) is an Investment Advisor Representative working at Cerity Partners LLC in Chicago, IL and has 1 year of experience in the finance industry.
Mary McCall (CRD# 7781051) is an Investment Advisor Representative working at Cerity Partners LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Charles McCurdy (CRD# 4378350) is an Investment Advisor Representative working at Cerity Partners LLC in Louisville, KY and has 1 year of experience in the finance industry.