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
Patrick McGuire (CRD# 7780086) is an Investment Advisor Representative working at Cerity Partners LLC in Louisville, KY and has 1 year of experience in the finance industry.
Abigail Miles (CRD# 7422638) 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.
Sean Moore (CRD# 4598686) 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.
Owen Morrow (CRD# 7282365) is an Investment Advisor Representative working at Cerity Partners LLC in Cleveland, OH and has over 3 years of experience in the finance industry.
Melanie Murphy (CRD# 7533542) is an Investment Advisor Representative working at Cerity Partners LLC in San Francisco, CA and has over 2 years of experience in the finance industry.
Patrick Murray (CRD# 5635195) is an Investment Advisor Representative working at Cerity Partners LLC in Los Altos, CA and has over 12 years of experience in the finance industry.
Elizabeth Musarra (CRD# 6870948) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has 1 year of experience in the finance industry.
Lindsey Nadel (CRD# 2978847) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 23 years of experience in the finance industry.
Frederick Ott (CRD# 7769584) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has 1 year of experience in the finance industry.
Benjamin Pace (CRD# 5283727) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 17 years of experience in the finance industry.