Joanna Levasseur, financial advisor New York NY

Joanna Levasseur

CRD Number: 7488119
Current Firm: Cerity Partners LLC

Joanna Levasseur (CRD# 7488119) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has 1 year of experience in the finance industry. Joanna Levasseur has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cerity Partners LLC Redwood Shores, CA Nov 2021 - Current < 1
Unemployed Sunnyvale, CA Jun 2021 - Oct 2021 < 1
Seiler, LLP San Jose, CA Jan 2021 - May 2021 < 1
Unemployed Sunnyvale, CA Aug 2020 - Dec 2020 < 1
Abbott, Stringham & Lynch San Jose, CA Aug 2019 - Jul 2020 < 1
Bny Mellon Wealth Management Menlo Park, CA Apr 2016 - May 2019 3
Atherton Lane Advisers, LLC Menlo Park, CA Jan 2006 - Mar 2016 10

Joanna Levasseur has no recent exams reported.
Contact Info for Joanna A. Levasseur
Phone Number: 212-850-4260
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    44,671
    MILLIONS
  • Total Number of Accounts
    5,713
    ACCOUNTS
  • Average Account Value
    $7,819,102
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

AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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