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
Kyler Stephens (CRD# 7747482) is an Investment Advisor Representative working at Cerity Partners LLC in Reston, VA and has 1 year of experience in the finance industry.
Melody Suehiro (CRD# 7145253) is an Investment Advisor Representative working at Cerity Partners LLC in Redwood City, CA and has 1 year of experience in the finance industry.
Scott Swanson (CRD# 2198688) is an Investment Advisor Representative working at Cerity Partners LLC in Los Angeles, CA and has over 32 years of experience in the finance industry.
Dawson Swindler (CRD# 7505341) is an Investment Advisor Representative working at Cerity Partners LLC in Louisville, KY and has over 2 years of experience in the finance industry.
Matthew Taylor (CRD# 2939039) is an Investment Advisor Representative working at Cerity Partners LLC in West Conshohocken, PA and has over 26 years of experience in the finance industry.
Natalia Tchetchoulina (CRD# 4610090) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 21 years of experience in the finance industry.
Todd Walklett (CRD# 2306619) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has 1 year of experience in the finance industry.
Joseph Walsh (CRD# 7524200) is an Investment Advisor Representative working at Cerity Partners LLC in Cincinnati, OH and has 1 year of experience in the finance industry.
Noah Walton (CRD# 7868228) is an Investment Advisor Representative working at Cerity Partners LLC in Louisville, KY and has 1 year of experience in the finance industry.
Ben Wassom (CRD# 7773057) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has 1 year of experience in the finance industry.