Certuity, LLC
Certuity, LLC (CRD# 129505) is a financial advisory firm headquartered in North Palm Beach, FL. They manage $3,641,794,448 in 3,774 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management3,642MILLION
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Total Number of Accounts3,774ACCOUNTS
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Average Account Value$964,969
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, IL, NJ, NY, OH, PA, TN, TX
Andrew Boughan (CRD# 5389940) is an Investment Advisor Representative working at Certuity, LLC in Manhattan Beach, CA and has over 16 years of experience in the finance industry.
Lauren Dicola (CRD# 6418995) is an Investment Advisor Representative working at Certuity, LLC in North Palm Beach, FL and has 1 year of experience in the finance industry.
Cameron Doty (CRD# 7276445) is an Investment Advisor Representative working at Certuity, LLC in North Palm Beach, FL and has over 3 years of experience in the finance industry.
Laura Lemoine (CRD# 7360036) is an Investment Advisor Representative working at Certuity, LLC in Santa Monica, CA and has over 3 years of experience in the finance industry.
Michelle Macdonald (CRD# 6870346) is an Investment Advisor Representative working at Certuity, LLC in Manhattan Beach, CA and has over 5 years of experience in the finance industry.
Mark Purcell (CRD# 7397446) is an Investment Advisor Representative working at Certuity, LLC in North Palm Beach, FL and has over 2 years of experience in the finance industry.
Chloe Sandler (CRD# 7548893) is an Investment Advisor Representative working at Certuity, LLC in North Palm Beach, FL and has 1 year of experience in the finance industry.
Rebecca Shaw (CRD# 7144996) is an Investment Advisor Representative working at Certuity, LLC in Santa Monica, CA and has over 4 years of experience in the finance industry.
Linh Tran (CRD# 7007080) is an Investment Advisor Representative working at Certuity, LLC in San Francisco, CA and has over 4 years of experience in the finance industry.
Anna Yu (CRD# 7435583) is an Investment Advisor Representative working at Certuity, LLC in San Francisco, CA and has over 2 years of experience in the finance industry.