Joanna LevasseurCRD 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.
Financial Life Focus, LLC
Park Avenue Securities LLC
High Mountain Financial Coaching LLC
|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|
Total Assets Under Management44,671MILLIONS
Total Number of Accounts5,713ACCOUNTS
Average Account Value$7,819,102
- 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)
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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