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).

Current Firm Details
99 Park Avenue, 16th Floor, New York, NY 10016
https://www.ceritypartners.com
By the Numbers
  • Total Assets Under Management
    80,573
    MILLION
  • Total Number of Accounts
    16,424
    ACCOUNTS
  • Average Account Value
    $4,905,815
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Cerity Partners LLC
Showing 271 - 276 of 276 top financial advisors.
271
Brittany Webb, financial advisor New York NY
Brittany Webb
CRD#: 6707065
99 Park Avenue, 16th Floor, New York, NY 10016

Brittany Webb (CRD# 6707065) 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.

272
Lawrence Weissman, financial advisor New York NY
Lawrence B. Weissman
CRD#: 1814659
99 Park Avenue, 16th Floor, New York, NY 10016

Lawrence Weissman (CRD# 1814659) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 28 years of experience in the finance industry.

273
Steven Williams, financial advisor Irvine CA
Steven S. Williams
CRD#: 4147927
18881 Von Karman Avenue, Irvine, CA 92612

Steven Williams (CRD# 4147927) is an Investment Advisor Representative working at Cerity Partners LLC in Irvine, CA and has over 24 years of experience in the finance industry.

274
Clayton Willoughby, financial advisor New York NY
Clayton L. Willoughby
CRD#: 7813144
99 Park Avenue, 16th Floor, New York, NY 10016

Clayton Willoughby (CRD# 7813144) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has 1 year of experience in the finance industry.

275
Brian Wilson, financial advisor San Francisco CA
Brian Wilson
CRD#: 7890860
345 California Street, Suite 1100, San Francisco, CA 94111

Brian Wilson (CRD# 7890860) is an Investment Advisor Representative working at Cerity Partners LLC in San Francisco, CA and has 1 year of experience in the finance industry.

276
Dustan Zavatsky, financial advisor Los Altos CA
Dustan A. Zavatsky
CRD#: 5988943
779 Los Altos Drive, Los Altos, CA 94024

Dustan Zavatsky (CRD# 5988943) is an Investment Advisor Representative working at Cerity Partners LLC in Los Altos, CA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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