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
Cristina Paul (CRD# 5507610) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has 1 year of experience in the finance industry.
Jack Payne (CRD# 7796781) 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.
Zack Payne (CRD# 7326023) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has 1 year of experience in the finance industry.
Maria Pereyra (CRD# 7900108) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has 1 year of experience in the finance industry.
Jeffrey Peters (CRD# 7727189) is an Investment Advisor Representative working at Cerity Partners LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Richard Phares (CRD# 6147080) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 5 years of experience in the finance industry.
Quinn Portfolio (CRD# 6110260) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 11 years of experience in the finance industry.
Kamden Price (CRD# 7848873) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has 1 year of experience in the finance industry.
Luke Ramey (CRD# 6658220) is an Investment Advisor Representative working at Cerity Partners LLC in Cincinnati, OH and has over 4 years of experience in the finance industry.
Sawyer Rothmann (CRD# 6664776) is an Investment Advisor Representative working at Cerity Partners LLC in Boston, MA and has over 4 years of experience in the finance industry.