Certuity, LLC

Certuity, LLC (CRD# 129505) is a financial advisory firm headquartered in North Palm Beach, FL. They manage $3,961,766,158 in 3,286 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
1295 Us Highway One, Third Floor, North Palm Beach, FL 33408
https://altsplus.com/
By the Numbers
  • Total Assets Under Management
    3,962
    MILLION
  • Total Number of Accounts
    3,286
    ACCOUNTS
  • Average Account Value
    $1,205,650
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription 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)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, IL, NJ, NY, OH, PA, TN, TX

Financial Advisors at Certuity, LLC
Showing 1 - 10 of 20 top financial advisors.
1
Christopher Blassick, financial advisor El Segundo CA
Christopher J. Blassick
CRD#: 5165965
2301 Rosecrans Avenue, Suite 2110, El Segundo, CA 90245

Christopher Blassick (CRD# 5165965) is an Investment Advisor Representative working at Certuity, LLC in El Segundo, CA and has over 6 years of experience in the finance industry.

2
Kara Boccella, financial advisor Santa Monica CA
Kara S. Boccella
CRD#: 2191952
1299 Ocean Avenue, Suite 470, Santa Monica, CA 90401

Kara Boccella (CRD# 2191952) is an Investment Advisor Representative working at Certuity, LLC in Santa Monica, CA and has over 28 years of experience in the finance industry.

3
Jayson Brown, financial advisor North Palm Beach FL
Jayson J. Brown
CRD#: 5451124
1295 Us Highway One, Third Floor, North Palm Beach, FL 33408

Jayson Brown (CRD# 5451124) is an Investment Advisor Representative working at Certuity, LLC in North Palm Beach, FL and has over 15 years of experience in the finance industry.

4
Richard Bursek, financial advisor North Palm Beach FL
Richard P. Bursek
CRD#: 2904138
1295 Us Highway One, Third Floor, North Palm Beach, FL 33408

Richard Bursek (CRD# 2904138) is an Investment Advisor Representative working at Certuity, LLC in North Palm Beach, FL and has over 10 years of experience in the finance industry.

5
Amanda Courtney, financial advisor North Palm Beach FL
Amanda K. Courtney
CRD#: 5996298
1295 Us Highway One, Third Floor, North Palm Beach, FL 33408

Amanda Courtney (CRD# 5996298) is an Investment Advisor Representative working at Certuity, LLC in North Palm Beach, FL and has over 12 years of experience in the finance industry.

6
Devon Galindo, financial advisor Santa Monica CA
Devon Galindo
CRD#: 6177446
1299 Ocean Avenue, Suite 470, Santa Monica, CA 90401

Devon Galindo (CRD# 6177446) is an Investment Advisor Representative working at Certuity, LLC in Santa Monica, CA and has over 12 years of experience in the finance industry.

7
Constantine Hatzivassiliou, financial advisor North Palm Beach FL
Constantine S. Hatzivassiliou
CRD#: 5663605
1295 Us Highway One, Third Floor, North Palm Beach, FL 33408

Constantine Hatzivassiliou (CRD# 5663605) is an Investment Advisor Representative working at Certuity, LLC in North Palm Beach, FL and has over 14 years of experience in the finance industry.

8
Daniel Lee, financial advisor Santa Monica CA
Daniel J. Lee
CRD#: 5530411
1299 Ocean Avenue, Suite 470, Santa Monica, CA 90401

Daniel Lee (CRD# 5530411) is an Investment Advisor Representative working at Certuity, LLC in Santa Monica, CA and has over 11 years of experience in the finance industry.

9
Graham Mandl, financial advisor New York NY
Graham K. Mandl
CRD#: 5946171
250 Park Avenue, Suite 1437, New York, NY 10177

Graham Mandl (CRD# 5946171) is an Investment Advisor Representative working at Certuity, LLC in New York, NY and has over 10 years of experience in the finance industry.

10
Mark Udis, financial advisor Manhattan Beach CA
Mark H. Udis
CRD#: 5119812
820 Manhattan Avenue, Suite 102, Manhattan Beach, CA 90266

Mark Udis (CRD# 5119812) is an Investment Advisor Representative working at Certuity, LLC in Manhattan Beach, CA and has over 19 years 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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